Jeppson Wealth Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $628K | Sell |
1,617
-1
| -0.1% | -$388 | 0.22% | 102 |
|
|
2025
Q1 | $534K | Sell |
1,618
-43
| -3% | -$14.2K | 0.2% | 113 |
|
|
2024
Q4 | $603K | Buy |
1,661
+1
| +0.1% | +$363 | 0.22% | 103 |
|
|
2024
Q3 | $649K | Hold |
1,660
| – | – | 0.23% | 98 |
|
|
2024
Q2 | $553K | Sell |
1,660
-5
| -0.3% | -$1.67K | 0.21% | 106 |
|
|
2024
Q1 | $610K | Sell |
1,665
-25
| -1% | -$9.16K | 0.24% | 102 |
|
|
2023
Q4 | $500K | Hold |
1,690
| – | – | 0.21% | 108 |
|
|
2023
Q3 | $461K | Sell |
1,690
-15
| -0.9% | -$4.1K | 0.21% | 113 |
|
|
2023
Q2 | $420K | Sell |
1,705
-105
| -6% | -$25.8K | 0.18% | 120 |
|
|
2023
Q1 | $414K | Hold |
1,810
| – | – | 0.18% | 118 |
|
|
2022
Q4 | $434K | Hold |
1,810
| – | – | 0.18% | 120 |
|
|
2022
Q3 | $297K | Sell |
1,810
-91
| -5% | -$14.9K | 0.13% | 138 |
|
|
2022
Q2 | $340K | Buy |
+1,901
| New | +$340K | 0.15% | 130 |
|
|
2020
Q4 | – | Sell |
-622
| Closed | -$93K | – | 178 |
|
|
2020
Q3 | $93K | Buy |
+622
| New | +$93K | 0.07% | 173 |
|