JPLA
Joseph P. Lucia & Associates’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-572
| Closed | -$208K | – | 142 |
|
|
2024
Q4 | $208K | Buy |
572
+22
| +4% | +$7.99K | 0.09% | 133 |
|
|
2024
Q3 | $215K | Sell |
550
-100
| -15% | -$39.1K | 0.1% | 124 |
|
|
2024
Q2 | $217K | Hold |
650
| – | – | 0.11% | 112 |
|
|
2024
Q1 | $238K | Buy |
+650
| New | +$238K | 0.13% | 106 |
|
|
2022
Q3 | – | Sell |
-599
| Closed | -$107K | – | 148 |
|
|
2022
Q2 | $107K | Hold |
599
| – | – | 0.08% | 136 |
|
|
2022
Q1 | $133K | Buy |
+599
| New | +$133K | 0.08% | 135 |
|
|
2021
Q4 | – | Sell |
-419
| Closed | -$81K | – | 189 |
|
|
2021
Q3 | $81K | Hold |
419
| – | – | 0.05% | 184 |
|
|
2021
Q2 | $91K | Hold |
419
| – | – | 0.05% | 175 |
|
|
2021
Q1 | $97K | Hold |
419
| – | – | 0.04% | 162 |
|
|
2020
Q4 | $76K | Buy |
+419
| New | +$76K | 0.05% | 162 |
|
|
2020
Q3 | – | Sell |
-269
| Closed | -$34K | – | 137 |
|
|
2020
Q2 | $34K | Sell |
269
-146
| -35% | -$18.5K | 0.03% | 197 |
|
|
2020
Q1 | $48K | Buy |
415
+1
| +0.2% | +$116 | 0.05% | 159 |
|
|
2019
Q4 | $61K | Buy |
414
+275
| +198% | +$40.5K | 0.06% | 157 |
|
|
2019
Q3 | $18K | Sell |
139
-80
| -37% | -$10.4K | 0.02% | 253 |
|
|
2019
Q2 | $30K | Sell |
219
-29,421
| -99% | -$4.03M | 0.03% | 215 |
|
|
2019
Q1 | $212 | Buy |
+29,640
| New | +$212 | 0.02% | 216 |
|