JAG
Journey Advisory Group’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Sell |
4,749
-39
| -0.8% | -$15.1K | 0.14% | 127 |
|
|
2025
Q1 | $1.58M | Sell |
4,788
-18
| -0.4% | -$5.94K | 0.13% | 120 |
|
|
2024
Q4 | $1.6M | Hold |
4,806
| – | – | 0.19% | 86 |
|
|
2024
Q3 | $1.6M | Buy |
4,806
+100
| +2% | +$33.3K | 0.19% | 86 |
|
|
2024
Q2 | $1.57M | Sell |
4,706
-100
| -2% | -$33.3K | 0.19% | 87 |
|
|
2024
Q1 | $1.76M | Buy |
4,806
+823
| +21% | +$302K | 0.22% | 91 |
|
|
2023
Q4 | $1.18M | Sell |
3,983
-29
| -0.7% | -$8.57K | 0.16% | 103 |
|
|
2023
Q3 | $1.1M | Sell |
4,012
-50
| -1% | -$13.7K | 0.16% | 103 |
|
|
2023
Q2 | $1,000K | Sell |
4,062
-225
| -5% | -$55.4K | 0.15% | 110 |
|
|
2023
Q1 | $981K | Buy |
4,287
+321
| +8% | +$73.5K | 0.15% | 114 |
|
|
2022
Q4 | $950K | Sell |
3,966
-200
| -5% | -$47.9K | 0.24% | 91 |
|
|
2022
Q3 | $684K | Sell |
4,166
-40
| -1% | -$6.57K | 0.17% | 114 |
|
|
2022
Q2 | $820K | Buy |
4,206
+901
| +27% | +$176K | 0.19% | 110 |
|
|
2022
Q1 | $736K | Buy |
3,305
+184
| +6% | +$41K | 0.19% | 113 |
|
|
2021
Q4 | $645K | Sell |
3,121
-220
| -7% | -$45.5K | 0.18% | 112 |
|
|
2021
Q3 | $641K | Sell |
3,341
-560
| -14% | -$107K | 0.21% | 99 |
|
|
2021
Q2 | $849K | Sell |
3,901
-181
| -4% | -$39.4K | 0.27% | 82 |
|
|
2021
Q1 | $947K | Sell |
4,082
-30
| -0.7% | -$6.96K | 0.33% | 72 |
|
|
2020
Q4 | $748K | Buy |
+4,112
| New | +$748K | 0.28% | 76 |
|