JBA
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Johnson Bixby & Associates’s Caterpillar CAT Stock Holding History

Johnson Bixby & Associates’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$202K Buy
+521
New +$202K 0.03% 120
2024
Q4 		– Sell
-521
Closed -$204K – 118
2024
Q3 		$204K Buy
+521
New +$204K 0.03% 110