Jones Financial Companies’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.4M | Buy |
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|
2025
Q1 | $23.3M | Buy |
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|
2024
Q4 | $19.4M | Buy |
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|
2024
Q3 | $15.2M | Buy |
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|
2024
Q2 | $5.69M | Buy |
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|
2024
Q1 | $1.77M | Buy |
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|
2023
Q4 | $780K | Buy |
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|
2023
Q3 | $696K | Buy |
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|
2023
Q2 | $619K | Sell |
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|
2023
Q1 | $595K | Sell |
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|
2022
Q4 | $656K | Buy |
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|
2022
Q3 | $438K | Buy |
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|
2022
Q2 | $428K | Buy |
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|
2022
Q1 | $459K | Sell |
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|
2021
Q4 | $442K | Sell |
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|
2021
Q3 | $470K | Buy |
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|
2021
Q2 | $528K | Sell |
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|
2021
Q1 | $694K | Buy |
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|
2020
Q4 | $460K | Buy |
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|
2020
Q3 | $284K | Buy |
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|
2020
Q2 | $216K | Sell |
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|
2020
Q1 | $221K | Sell |
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|
2019
Q4 | $332K | Sell |
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|
2019
Q3 | $291K | Sell |
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|
2019
Q2 | $338K | Sell |
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|
2019
Q1 | $358K | Sell |
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|
2018
Q4 | $362K | Sell |
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|
2018
Q3 | $567K | Buy |
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|
2018
Q2 | $394K | Sell |
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|
2018
Q1 | $468K | Sell |
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|
2017
Q4 | $646K | Sell |
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|
2017
Q3 | $541K | Sell |
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|
2017
Q2 | $542K | Sell |
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|
2017
Q1 | $553K | Sell |
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|
2016
Q4 | $557K | Buy |
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|
2016
Q3 | $519K | Sell |
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|
2016
Q2 | $477K | Sell |
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|
2016
Q1 | $550K | Buy |
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|
2015
Q4 | $470K | Sell |
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|
2015
Q3 | $466K | Sell |
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|
2015
Q2 | $635K | Sell |
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|
2015
Q1 | $652K | Sell |
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|
2014
Q4 | $848K | Sell |
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|
2014
Q3 | $966K | Buy |
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|
2014
Q2 | $1M | Sell |
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|
2014
Q1 | $1.2M | Buy |
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|
2013
Q4 | $1.03M | Sell |
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|
2013
Q3 | $973K | Buy |
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|
2013
Q2 | $901K | Buy |
|