JFS Wealth Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.31M | Buy |
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|
2025
Q1 | $1.92M | Buy |
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|
2024
Q4 | $1.18M | Buy |
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|
2024
Q3 | $1.27M | Buy |
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|
2024
Q2 | $1.08M | Sell |
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|
2024
Q1 | $1.24M | Sell |
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|
2023
Q4 | $1.01M | Buy |
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|
2023
Q3 | $915K | Buy |
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|
2023
Q2 | $824K | Sell |
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|
2023
Q1 | $791K | Buy |
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|
2022
Q4 | $825K | Sell |
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|
2022
Q3 | $739K | Buy |
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|
2022
Q2 | $800K | Buy |
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|
2022
Q1 | $975K | Buy |
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|
2021
Q4 | $879K | Buy |
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|
2021
Q3 | $808K | Buy |
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|
2021
Q2 | $632K | Sell |
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|
2021
Q1 | $675K | Sell |
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|
2020
Q4 | $531K | Buy |
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|
2020
Q3 | $432K | Buy |
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|
2020
Q2 | $314K | Hold |
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|
2020
Q1 | $288K | Sell |
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|
2019
Q4 | $369K | Sell |
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|
2019
Q3 | $334K | Buy |
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|
2019
Q2 | $358K | Sell |
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|
2019
Q1 | $437K | Sell |
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|
2018
Q4 | $413K | Buy |
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|
2018
Q3 | $492K | Hold |
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|
2018
Q2 | $438K | Hold |
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|
2018
Q1 | $475K | Sell |
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|
2017
Q4 | $697K | Sell |
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|
2017
Q3 | $577K | Hold |
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|
2017
Q2 | $497K | Sell |
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|
2017
Q1 | $442K | Hold |
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|
2016
Q4 | $442K | Sell |
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|
2016
Q3 | $548K | Buy |
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|
2016
Q2 | $425K | Hold |
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|
2016
Q1 | $429K | Sell |
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|
2015
Q4 | $386K | Buy |
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|
2015
Q3 | $363K | Buy |
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|
2015
Q2 | $104K | Sell |
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|
2015
Q1 | $100K | Sell |
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|
2014
Q4 | $121K | Buy |
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|
2014
Q3 | $123K | Sell |
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|
2014
Q2 | $139K | Sell |
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|
2014
Q1 | $463K | Sell |
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|
2013
Q4 | $607K | Buy |
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|
2013
Q3 | $491K | Buy |
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|
2013
Q2 | $320K | Buy |
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