JFGIW
Johnson Financial Group Inc (Wisconsin)’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.17M | Sell |
13,321
-863
| -6% | -$335K | 0.23% | 59 |
|
|
2025
Q1 | $4.68M | Buy |
14,184
+470
| +3% | +$155K | 0.23% | 57 |
|
|
2024
Q4 | $5.11M | Sell |
13,714
-1,285
| -9% | -$479K | 0.24% | 55 |
|
|
2024
Q3 | $5.87M | Buy |
14,999
+1,251
| +9% | +$489K | 0.27% | 53 |
|
|
2024
Q2 | $4.58M | Buy |
13,748
+7,748
| +129% | +$2.58M | 0.22% | 61 |
|
|
2024
Q1 | $2.2M | Buy |
6,000
+1,236
| +26% | +$453K | 0.12% | 71 |
|
|
2023
Q4 | $1.41M | Buy |
4,764
+1,084
| +29% | +$321K | 0.08% | 88 |
|
|
2023
Q3 | $1M | Buy |
3,680
+509
| +16% | +$139K | 0.07% | 109 |
|
|
2023
Q2 | $780K | Buy |
3,171
+282
| +10% | +$69.4K | 0.05% | 143 |
|
|
2023
Q1 | $661K | Buy |
2,889
+485
| +20% | +$111K | 0.05% | 152 |
|
|
2022
Q4 | $576K | Buy |
2,404
+189
| +9% | +$45.3K | 0.05% | 151 |
|
|
2022
Q3 | $471K | Buy |
2,215
+3
| +0.1% | +$638 | 0.04% | 167 |
|
|
2022
Q2 | $396K | Sell |
2,212
-13
| -0.6% | -$2.33K | 0.03% | 196 |
|
|
2022
Q1 | $496K | Buy |
2,225
+167
| +8% | +$37.2K | 0.04% | 196 |
|
|
2021
Q4 | $425K | Buy |
2,058
+43
| +2% | +$8.88K | 0.03% | 205 |
|
|
2021
Q3 | $386K | Sell |
2,015
-2,144
| -52% | -$411K | 0.03% | 202 |
|
|
2021
Q2 | $906K | Buy |
4,159
+2,191
| +111% | +$477K | 0.06% | 136 |
|
|
2021
Q1 | $456K | Sell |
1,968
-768
| -28% | -$178K | 0.03% | 187 |
|
|
2020
Q4 | $498K | Buy |
2,736
+1,378
| +101% | +$251K | 0.04% | 161 |
|
|
2020
Q3 | $203K | Buy |
1,358
+166
| +14% | +$24.8K | 0.02% | 193 |
|
|
2020
Q2 | $151K | Sell |
1,192
-208
| -15% | -$26.3K | 0.02% | 196 |
|
|
2020
Q1 | $162K | Buy |
1,400
+332
| +31% | +$38.4K | 0.02% | 206 |
|
|
2019
Q4 | $157K | Sell |
1,068
-1,010
| -49% | -$148K | 0.01% | 227 |
|
|
2019
Q3 | $263K | Buy |
2,078
+723
| +53% | +$91.5K | 0.02% | 206 |
|
|
2019
Q2 | $184K | Buy |
1,355
+348
| +35% | +$47.3K | 0.02% | 231 |
|
|
2019
Q1 | $136K | Sell |
1,007
-200
| -17% | -$27K | 0.01% | 248 |
|
|
2018
Q4 | $153K | Buy |
1,207
+438
| +57% | +$55.5K | 0.02% | 231 |
|
|
2018
Q3 | $118K | Buy |
769
+333
| +76% | +$51.1K | 0.01% | 248 |
|
|
2018
Q2 | $59K | Sell |
436
-278
| -39% | -$37.6K | 0.01% | 320 |
|
|
2018
Q1 | $106K | Buy |
714
+239
| +50% | +$35.5K | 0.01% | 265 |
|
|
2017
Q4 | $75K | Buy |
475
+200
| +73% | +$31.6K | 0.01% | 320 |
|
|
2017
Q3 | $34K | Sell |
275
-389
| -59% | -$48.1K | ﹤0.01% | 369 |
|
|
2017
Q2 | $71K | Hold |
664
| – | – | 0.01% | 321 |
|
|
2017
Q1 | $62K | Sell |
664
-2,036
| -75% | -$190K | 0.01% | 376 |
|
|
2016
Q4 | $250K | Sell |
2,700
-1,073
| -28% | -$99.4K | 0.03% | 248 |
|
|
2016
Q3 | $335K | Buy |
3,773
+523
| +16% | +$46.4K | 0.04% | 226 |
|
|
2016
Q2 | $246K | Buy |
3,250
+2,143
| +194% | +$162K | 0.03% | 260 |
|
|
2016
Q1 | $85K | Sell |
1,107
-1,118
| -50% | -$85.8K | 0.02% | 322 |
|
|
2015
Q4 | $151K | Sell |
2,225
-318
| -13% | -$21.6K | 0.03% | 273 |
|
|
2015
Q3 | $166K | Sell |
2,543
-336
| -12% | -$21.9K | 0.04% | 268 |
|
|
2015
Q2 | $244K | Sell |
2,879
-1,408
| -33% | -$119K | 0.05% | 232 |
|
|
2015
Q1 | $343K | Sell |
4,287
-47
| -1% | -$3.76K | 0.07% | 205 |
|
|
2014
Q4 | $397K | Buy |
4,334
+312
| +8% | +$28.6K | 0.09% | 169 |
|
|
2014
Q3 | $398K | Sell |
4,022
-478
| -11% | -$47.3K | 0.1% | 165 |
|
|
2014
Q2 | $489K | Sell |
4,500
-400
| -8% | -$43.5K | 0.13% | 153 |
|
|
2014
Q1 | $487K | Buy |
4,900
+520
| +12% | +$51.7K | 0.14% | 136 |
|
|
2013
Q4 | $398K | Sell |
4,380
-550
| -11% | -$50K | 0.12% | 151 |
|
|
2013
Q3 | $411K | Sell |
4,930
-520
| -10% | -$43.4K | 0.12% | 148 |
|
|
2013
Q2 | $450K | Buy |
+5,450
| New | +$450K | 0.13% | 143 |
|