JDM Financial Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12K | Buy |
31
+17
| +121% | +$6.6K | 0.01% | 165 |
|
|
2025
Q1 | $4.62K | Hold |
14
| – | – | ﹤0.01% | 216 |
|
|
2024
Q4 | $5.08K | Sell |
14
-6
| -30% | -$2.18K | ﹤0.01% | 218 |
|
|
2024
Q3 | $7.82K | Buy |
20
+6
| +43% | +$2.35K | ﹤0.01% | 191 |
|
|
2024
Q2 | $4.66K | Hold |
14
| – | – | ﹤0.01% | 193 |
|
|
2024
Q1 | $5.13K | Hold |
14
| – | – | ﹤0.01% | 183 |
|
|
2023
Q4 | $4.14K | Hold |
14
| – | – | ﹤0.01% | 186 |
|
|
2023
Q3 | $3.82K | Hold |
14
| – | – | ﹤0.01% | 181 |
|
|
2023
Q2 | $3.45K | Buy |
+14
| New | +$3.45K | ﹤0.01% | 191 |
|