Joule Financial’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $587K | Buy |
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|
2025
Q2 | $403K | Sell |
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|
2025
Q1 | $381K | Buy |
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|
2024
Q4 | $419K | Sell |
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|
2024
Q3 | $453K | Sell |
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|
2024
Q2 | $388K | Buy |
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|
2024
Q1 | $411K | Sell |
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|
2023
Q4 | $359K | Sell |
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|
2023
Q3 | $337K | Sell |
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|
2023
Q2 | $310K | Buy |
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|
2023
Q1 | $277K | Buy |
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|
2022
Q4 | $268K | Buy |
|