JNBA Financial Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $132K | Hold |
339
| – | – | 0.01% | 200 |
|
|
2025
Q1 | $112K | Buy |
339
+100
| +42% | +$33K | 0.01% | 207 |
|
|
2024
Q4 | $86.7K | Sell |
239
-7
| -3% | -$2.54K | 0.01% | 231 |
|
|
2024
Q3 | $96.2K | Hold |
246
| – | – | 0.01% | 224 |
|
|
2024
Q2 | $81.9K | Hold |
246
| – | – | 0.01% | 242 |
|
|
2024
Q1 | $90.1K | Hold |
246
| – | – | 0.01% | 243 |
|
|
2023
Q4 | $72.7K | Hold |
246
| – | – | 0.01% | 256 |
|
|
2023
Q3 | $67.2K | Buy |
246
+27
| +12% | +$7.37K | 0.01% | 252 |
|
|
2023
Q2 | $53.9K | Hold |
219
| – | – | 0.01% | 274 |
|
|
2023
Q1 | $50.1K | Sell |
219
-100
| -31% | -$22.9K | 0.01% | 280 |
|
|
2022
Q4 | $76.4K | Hold |
319
| – | – | 0.01% | 253 |
|
|
2022
Q3 | $52K | Sell |
319
-28
| -8% | -$4.56K | 0.01% | 271 |
|
|
2022
Q2 | $62K | Buy |
347
+24
| +7% | +$4.29K | 0.01% | 258 |
|
|
2022
Q1 | $72K | Buy |
323
+4
| +1% | +$892 | 0.01% | 255 |
|
|
2021
Q4 | $66K | Hold |
319
| – | – | 0.01% | 273 |
|
|
2021
Q3 | $61K | Hold |
319
| – | – | 0.01% | 272 |
|
|
2021
Q2 | $69K | Hold |
319
| – | – | 0.01% | 257 |
|
|
2021
Q1 | $74K | Hold |
319
| – | – | 0.01% | 250 |
|
|
2020
Q4 | $58K | Hold |
319
| – | – | 0.01% | 249 |
|
|
2020
Q3 | $48K | Hold |
319
| – | – | 0.01% | 240 |
|
|
2020
Q2 | $40K | Hold |
319
| – | – | 0.01% | 254 |
|
|
2020
Q1 | $37K | Sell |
319
-11
| -3% | -$1.28K | 0.01% | 247 |
|
|
2019
Q4 | $49K | Buy |
330
+111
| +51% | +$16.5K | 0.01% | 243 |
|
|
2019
Q3 | $28K | Sell |
219
-181
| -45% | -$23.1K | 0.01% | 293 |
|
|
2019
Q2 | $55K | Buy |
400
+100
| +33% | +$13.8K | 0.01% | 228 |
|
|
2019
Q1 | $41K | Hold |
300
| – | – | 0.01% | 246 |
|
|
2018
Q4 | $38K | Sell |
300
-590
| -66% | -$74.7K | 0.01% | 232 |
|
|
2018
Q3 | $136K | Buy |
890
+277
| +45% | +$42.3K | 0.06% | 160 |
|
|
2018
Q2 | $83K | Buy |
613
+45
| +8% | +$6.09K | 0.02% | 187 |
|
|
2018
Q1 | $84K | Buy |
568
+268
| +89% | +$39.6K | 0.02% | 183 |
|
|
2017
Q4 | $47K | Hold |
300
| – | – | 0.01% | 222 |
|
|
2017
Q3 | $37K | Hold |
300
| – | – | 0.01% | 239 |
|
|
2017
Q2 | $32K | Hold |
300
| – | – | 0.01% | 243 |
|
|
2017
Q1 | $28K | Sell |
300
-45
| -13% | -$4.2K | 0.01% | 255 |
|
|
2016
Q4 | $32K | Sell |
345
-3,492
| -91% | -$324K | 0.01% | 245 |
|
|
2016
Q3 | $341K | Buy |
3,837
+3,123
| +437% | +$278K | 0.05% | 143 |
|
|
2016
Q2 | $54K | Sell |
714
-25
| -3% | -$1.89K | 0.02% | 196 |
|
|
2016
Q1 | $57K | Sell |
739
-25
| -3% | -$1.93K | 0.02% | 186 |
|
|
2015
Q4 | $52K | Hold |
764
| – | – | 0.02% | 187 |
|
|
2015
Q3 | $50K | Hold |
764
| – | – | 0.02% | 186 |
|
|
2015
Q2 | $65K | Sell |
764
-350
| -31% | -$29.8K | 0.02% | 158 |
|
|
2015
Q1 | $89K | Sell |
1,114
-700
| -39% | -$55.9K | 0.03% | 146 |
|
|
2014
Q4 | $166K | Hold |
1,814
| – | – | 0.07% | 109 |
|
|
2014
Q3 | $180K | Buy |
1,814
+124
| +7% | +$12.3K | 0.08% | 99 |
|
|
2014
Q2 | $184K | Sell |
1,690
-195
| -10% | -$21.2K | 0.09% | 98 |
|
|
2014
Q1 | $187K | Sell |
1,885
-800
| -30% | -$79.4K | 0.1% | 87 |
|
|
2013
Q4 | $244K | Buy |
2,685
+25
| +0.9% | +$2.27K | 0.13% | 76 |
|
|
2013
Q3 | $222K | Sell |
2,660
-275
| -9% | -$23K | 0.14% | 79 |
|
|
2013
Q2 | $242K | Buy |
+2,935
| New | +$242K | 0.17% | 74 |
|