JWM
JGP Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Buy |
+605
| New | +$235K | 0.03% | 185 |
|
|
2024
Q1 | – | Sell |
-2,419
| Closed | -$715K | – | 167 |
|
|
2023
Q4 | $715K | Buy |
2,419
+48
| +2% | +$14.2K | 0.11% | 105 |
|
|
2023
Q3 | $647K | Sell |
2,371
-757
| -24% | -$207K | 0.11% | 102 |
|
|
2023
Q2 | $770K | Sell |
3,128
-58
| -2% | -$14.3K | 0.13% | 94 |
|
|
2023
Q1 | $729K | Buy |
3,186
+1,916
| +151% | +$438K | 0.13% | 92 |
|
|
2022
Q4 | $304K | Buy |
1,270
+3
| +0.2% | +$719 | 0.06% | 127 |
|
|
2022
Q3 | $225K | Buy |
+1,267
| New | +$225K | 0.05% | 136 |
|