JMAC Enterprises’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Buy |
+604
| New | +$234K | 0.05% | 111 |
|
|
2025
Q1 | – | Sell |
-960
| Closed | -$348K | – | 118 |
|
|
2024
Q4 | $348K | Buy |
960
+84
| +10% | +$30.5K | 0.05% | 147 |
|
|
2024
Q3 | $343K | Buy |
876
+30
| +4% | +$11.7K | 0.05% | 149 |
|
|
2024
Q2 | $282K | Hold |
846
| – | – | 0.05% | 157 |
|
|
2024
Q1 | $310K | Sell |
846
-1,600
| -65% | -$586K | 0.06% | 146 |
|
|
2023
Q4 | $723K | Buy |
+2,446
| New | +$723K | 0.16% | 108 |
|
|
2023
Q2 | – | Sell |
-875
| Closed | -$200K | – | 175 |
|
|
2023
Q1 | $200K | Sell |
875
-410
| -32% | -$93.8K | 0.05% | 173 |
|
|
2022
Q4 | $308K | Sell |
1,285
-294
| -19% | -$70.4K | 0.08% | 143 |
|
|
2022
Q3 | $259K | Buy |
1,579
+59
| +4% | +$9.68K | 0.07% | 155 |
|
|
2022
Q2 | $272K | Buy |
1,520
+126
| +9% | +$22.5K | 0.07% | 152 |
|
|
2022
Q1 | $311K | Buy |
1,394
+18
| +1% | +$4.02K | 0.07% | 148 |
|
|
2021
Q4 | $277K | Buy |
+1,376
| New | +$277K | 0.07% | 151 |
|