JWM
JPL Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.52M | Buy |
14,225
+265
| +2% | +$103K | 1.49% | 18 |
|
|
2025
Q1 | $4.6M | Buy |
13,960
+424
| +3% | +$140K | 1.31% | 24 |
|
|
2024
Q4 | $4.91M | Buy |
+13,536
| New | +$4.91M | 1.41% | 16 |
|
|
2024
Q2 | $3.45M | Buy |
10,359
+1,158
| +13% | +$386K | 1.69% | 15 |
|
|
2024
Q1 | $3.37M | Buy |
9,201
+1,108
| +14% | +$406K | 1.86% | 9 |
|
|
2023
Q4 | $2.39M | Buy |
+8,093
| New | +$2.39M | 1.72% | 16 |
|