Jericho Financial’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.16M Buy
13,287
+11
+0.1% +$4.27K 3.4% 12
2025
Q1
$4.38M Buy
13,276
+877
+7% +$289K 3.18% 17
2024
Q4
$4.5M Buy
+12,399
New +$4.5M 3.26% 13