Jones Financial Companies’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.4M | Buy |
94,521
+23,900
| +34% | +$9.2M | 0.03% | 176 |
|
|
2025
Q1 | $23.3M | Buy |
70,621
+17,123
| +32% | +$5.65M | 0.02% | 188 |
|
|
2024
Q4 | $19.4M | Buy |
53,498
+14,749
| +38% | +$5.35M | 0.02% | 178 |
|
|
2024
Q3 | $15.2M | Buy |
38,749
+21,656
| +127% | +$8.47M | 0.02% | 164 |
|
|
2024
Q2 | $5.69M | Buy |
17,093
+12,257
| +253% | +$4.08M | 0.01% | 196 |
|
|
2024
Q1 | $1.77M | Buy |
4,836
+2,199
| +83% | +$806K | ﹤0.01% | 204 |
|
|
2023
Q4 | $780K | Buy |
2,637
+89
| +3% | +$26.3K | ﹤0.01% | 218 |
|
|
2023
Q3 | $696K | Buy |
2,548
+32
| +1% | +$8.74K | ﹤0.01% | 203 |
|
|
2023
Q2 | $619K | Sell |
2,516
-84
| -3% | -$20.7K | ﹤0.01% | 207 |
|
|
2023
Q1 | $595K | Sell |
2,600
-138
| -5% | -$31.6K | ﹤0.01% | 208 |
|
|
2022
Q4 | $656K | Buy |
2,738
+69
| +3% | +$16.5K | ﹤0.01% | 201 |
|
|
2022
Q3 | $438K | Buy |
2,669
+277
| +12% | +$45.5K | ﹤0.01% | 197 |
|
|
2022
Q2 | $428K | Buy |
2,392
+334
| +16% | +$59.8K | ﹤0.01% | 201 |
|
|
2022
Q1 | $459K | Sell |
2,058
-78
| -4% | -$17.4K | ﹤0.01% | 196 |
|
|
2021
Q4 | $442K | Sell |
2,136
-311
| -13% | -$64.4K | ﹤0.01% | 193 |
|
|
2021
Q3 | $470K | Buy |
2,447
+20
| +0.8% | +$3.84K | ﹤0.01% | 180 |
|
|
2021
Q2 | $528K | Sell |
2,427
-566
| -19% | -$123K | ﹤0.01% | 172 |
|
|
2021
Q1 | $694K | Buy |
2,993
+465
| +18% | +$108K | ﹤0.01% | 163 |
|
|
2020
Q4 | $460K | Buy |
2,528
+625
| +33% | +$114K | ﹤0.01% | 172 |
|
|
2020
Q3 | $284K | Buy |
1,903
+196
| +11% | +$29.3K | ﹤0.01% | 183 |
|
|
2020
Q2 | $216K | Sell |
1,707
-200
| -10% | -$25.3K | ﹤0.01% | 187 |
|
|
2020
Q1 | $221K | Sell |
1,907
-343
| -15% | -$39.8K | ﹤0.01% | 187 |
|
|
2019
Q4 | $332K | Sell |
2,250
-48
| -2% | -$7.08K | ﹤0.01% | 187 |
|
|
2019
Q3 | $291K | Sell |
2,298
-180
| -7% | -$22.8K | ﹤0.01% | 191 |
|
|
2019
Q2 | $338K | Sell |
2,478
-160
| -6% | -$21.8K | ﹤0.01% | 184 |
|
|
2019
Q1 | $358K | Sell |
2,638
-207
| -7% | -$28.1K | ﹤0.01% | 179 |
|
|
2018
Q4 | $362K | Sell |
2,845
-870
| -23% | -$111K | ﹤0.01% | 178 |
|
|
2018
Q3 | $567K | Buy |
3,715
+805
| +28% | +$123K | ﹤0.01% | 162 |
|
|
2018
Q2 | $394K | Sell |
2,910
-265
| -8% | -$35.9K | ﹤0.01% | 176 |
|
|
2018
Q1 | $468K | Sell |
3,175
-924
| -23% | -$136K | ﹤0.01% | 172 |
|
|
2017
Q4 | $646K | Sell |
4,099
-244
| -6% | -$38.5K | ﹤0.01% | 169 |
|
|
2017
Q3 | $541K | Sell |
4,343
-701
| -14% | -$87.3K | ﹤0.01% | 170 |
|
|
2017
Q2 | $542K | Sell |
5,044
-917
| -15% | -$98.5K | ﹤0.01% | 168 |
|
|
2017
Q1 | $553K | Sell |
5,961
-45
| -0.7% | -$4.18K | ﹤0.01% | 166 |
|
|
2016
Q4 | $557K | Buy |
6,006
+157
| +3% | +$14.6K | ﹤0.01% | 169 |
|
|
2016
Q3 | $519K | Sell |
5,849
-443
| -7% | -$39.3K | ﹤0.01% | 173 |
|
|
2016
Q2 | $477K | Sell |
6,292
-895
| -12% | -$67.9K | ﹤0.01% | 173 |
|
|
2016
Q1 | $550K | Buy |
7,187
+271
| +4% | +$20.7K | ﹤0.01% | 164 |
|
|
2015
Q4 | $470K | Sell |
6,916
-215
| -3% | -$14.6K | ﹤0.01% | 186 |
|
|
2015
Q3 | $466K | Sell |
7,131
-357
| -5% | -$23.3K | ﹤0.01% | 187 |
|
|
2015
Q2 | $635K | Sell |
7,488
-653
| -8% | -$55.4K | ﹤0.01% | 176 |
|
|
2015
Q1 | $652K | Sell |
8,141
-1,114
| -12% | -$89.2K | ﹤0.01% | 180 |
|
|
2014
Q4 | $848K | Sell |
9,255
-496
| -5% | -$45.4K | 0.01% | 172 |
|
|
2014
Q3 | $966K | Buy |
9,751
+507
| +5% | +$50.2K | 0.01% | 159 |
|
|
2014
Q2 | $1.01M | Sell |
9,244
-2,816
| -23% | -$306K | 0.01% | 154 |
|
|
2014
Q1 | $1.2M | Buy |
12,060
+752
| +7% | +$74.7K | 0.01% | 146 |
|
|
2013
Q4 | $1.03M | Sell |
11,308
-353
| -3% | -$32.1K | 0.01% | 157 |
|
|
2013
Q3 | $973K | Buy |
11,661
+732
| +7% | +$61.1K | 0.01% | 151 |
|
|
2013
Q2 | $901K | Buy |
+10,929
| New | +$901K | 0.01% | 145 |
|