Joule Financial’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $403K | Sell |
1,037
-119
| -10% | -$46.2K | 0.13% | 72 |
|
|
2025
Q1 | $381K | Buy |
1,156
+2
| +0.2% | +$660 | 0.13% | 73 |
|
|
2024
Q4 | $419K | Sell |
1,154
-3
| -0.3% | -$1.09K | 0.15% | 67 |
|
|
2024
Q3 | $453K | Sell |
1,157
-7
| -0.6% | -$2.74K | 0.16% | 66 |
|
|
2024
Q2 | $388K | Buy |
1,164
+43
| +4% | +$14.3K | 0.16% | 71 |
|
|
2024
Q1 | $411K | Sell |
1,121
-93
| -8% | -$34.1K | 0.17% | 68 |
|
|
2023
Q4 | $359K | Sell |
1,214
-22
| -2% | -$6.51K | 0.17% | 73 |
|
|
2023
Q3 | $337K | Sell |
1,236
-22
| -2% | -$6.01K | 0.17% | 76 |
|
|
2023
Q2 | $310K | Buy |
1,258
+46
| +4% | +$11.3K | 0.16% | 73 |
|
|
2023
Q1 | $277K | Buy |
1,212
+94
| +8% | +$21.5K | 0.15% | 79 |
|
|
2022
Q4 | $268K | Buy |
+1,118
| New | +$268K | 0.18% | 75 |
|