JPL Wealth Management’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$5.52M Buy
2025
Q1
$4.6M Buy
2024
Q4
$4.91M Buy
2024
Q2
$3.45M Buy
2024
Q1
$3.37M Buy
2023
Q4
$2.39M Buy