JWM
Jessup Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $269K | Buy |
+694
| New | +$269K | 0.11% | 65 |
|
|
2023
Q4 | – | Sell |
-1,174
| Closed | -$321K | – | 58 |
|
|
2023
Q3 | $321K | Buy |
1,174
+5
| +0.4% | +$1.37K | 0.18% | 44 |
|
|
2023
Q2 | $288K | Buy |
1,169
+5
| +0.4% | +$1.23K | 0.15% | 50 |
|
|
2023
Q1 | $266K | Buy |
1,164
+5
| +0.4% | +$1.14K | 0.16% | 59 |
|
|
2022
Q4 | $278K | Buy |
+1,159
| New | +$278K | 0.18% | 51 |
|