JPMorgan Chase & Co’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26B | Sell |
3,237,214
-411,711
| -11% | -$160M | 0.08% | 217 |
|
|
2025
Q1 | $1.2B | Buy |
3,648,925
+629,838
| +21% | +$208M | 0.09% | 206 |
|
|
2024
Q4 | $1.1B | Buy |
3,019,087
+206,233
| +7% | +$74.8M | 0.08% | 214 |
|
|
2024
Q3 | $1.1B | Buy |
2,812,854
+634,615
| +29% | +$248M | 0.08% | 212 |
|
|
2024
Q2 | $726M | Buy |
2,178,239
+32,467
| +2% | +$10.8M | 0.06% | 268 |
|
|
2024
Q1 | $786M | Buy |
2,145,772
+138,752
| +7% | +$50.8M | 0.07% | 260 |
|
|
2023
Q4 | $593M | Buy |
2,007,020
+331,327
| +20% | +$98M | 0.06% | 294 |
|
|
2023
Q3 | $457M | Buy |
1,675,693
+127,235
| +8% | +$34.7M | 0.05% | 314 |
|
|
2023
Q2 | $381M | Buy |
1,548,458
+265,975
| +21% | +$65.4M | 0.04% | 352 |
|
|
2023
Q1 | $293M | Buy |
1,282,483
+83,912
| +7% | +$19.2M | 0.04% | 395 |
|
|
2022
Q4 | $287M | Buy |
1,198,571
+31,313
| +3% | +$7.5M | 0.04% | 385 |
|
|
2022
Q3 | $192M | Sell |
1,167,258
-257,506
| -18% | -$42.3M | 0.03% | 472 |
|
|
2022
Q2 | $255M | Buy |
1,424,764
+94,804
| +7% | +$16.9M | 0.04% | 404 |
|
|
2022
Q1 | $296M | Buy |
1,329,960
+346,135
| +35% | +$77.1M | 0.04% | 411 |
|
|
2021
Q4 | $203M | Buy |
983,825
+76,955
| +8% | +$15.9M | 0.02% | 524 |
|
|
2021
Q3 | $174M | Sell |
906,870
-141,408
| -13% | -$27.1M | 0.02% | 582 |
|
|
2021
Q2 | $228M | Sell |
1,048,278
-269,908
| -20% | -$58.7M | 0.03% | 531 |
|
|
2021
Q1 | $306M | Buy |
1,318,186
+205,595
| +18% | +$47.7M | 0.04% | 421 |
|
|
2020
Q4 | $203M | Sell |
1,112,591
-701,666
| -39% | -$128M | 0.03% | 493 |
|
|
2020
Q3 | $267M | Buy |
1,814,257
+802,949
| +79% | +$118M | 0.04% | 365 |
|
|
2020
Q2 | $128M | Buy |
1,011,308
+149,137
| +17% | +$18.9M | 0.02% | 543 |
|
|
2020
Q1 | $100M | Sell |
862,171
-338,842
| -28% | -$39.3M | 0.02% | 534 |
|
|
2019
Q4 | $177M | Sell |
1,201,013
-501,403
| -29% | -$74M | 0.03% | 435 |
|
|
2019
Q3 | $215M | Buy |
1,702,416
+186,956
| +12% | +$23.6M | 0.04% | 399 |
|
|
2019
Q2 | $205M | Sell |
1,515,460
-3,062,266
| -67% | -$415M | 0.04% | 420 |
|
|
2019
Q1 | $620M | Sell |
4,577,726
-2,827,618
| -38% | -$383M | 0.13% | 163 |
|
|
2018
Q4 | $941M | Buy |
7,405,344
+369,932
| +5% | +$47M | 0.22% | 96 |
|
|
2018
Q3 | $1.07B | Buy |
7,035,412
+1,004,750
| +17% | +$153M | 0.21% | 100 |
|
|
2018
Q2 | $818M | Buy |
6,030,662
+290,743
| +5% | +$39.4M | 0.17% | 120 |
|
|
2018
Q1 | $846M | Buy |
5,739,919
+2,140,938
| +59% | +$316M | 0.18% | 122 |
|
|
2017
Q4 | $567M | Buy |
3,598,981
+1,869,228
| +108% | +$295M | 0.12% | 179 |
|
|
2017
Q3 | $217M | Buy |
1,729,753
+1,232,374
| +248% | +$154M | 0.05% | 375 |
|
|
2017
Q2 | $53.4M | Sell |
497,379
-85,400
| -15% | -$9.18M | 0.01% | 806 |
|
|
2017
Q1 | $54.1M | Sell |
582,779
-789,082
| -58% | -$73.2M | 0.01% | 812 |
|
|
2016
Q4 | $127M | Buy |
1,371,861
+51,752
| +4% | +$4.8M | 0.03% | 467 |
|
|
2016
Q3 | $117M | Buy |
1,320,109
+709,880
| +116% | +$63M | 0.03% | 476 |
|
|
2016
Q2 | $46.3M | Buy |
610,229
+84,389
| +16% | +$6.4M | 0.01% | 784 |
|
|
2016
Q1 | $40.2M | Buy |
525,840
+6,849
| +1% | +$524K | 0.01% | 846 |
|
|
2015
Q4 | $35.3M | Sell |
518,991
-363,746
| -41% | -$24.7M | 0.01% | 892 |
|
|
2015
Q3 | $57.7M | Sell |
882,737
-466,925
| -35% | -$30.5M | 0.02% | 674 |
|
|
2015
Q2 | $114M | Buy |
1,349,662
+244,847
| +22% | +$20.8M | 0.03% | 527 |
|
|
2015
Q1 | $88.4M | Sell |
1,104,815
-3,531,310
| -76% | -$283M | 0.02% | 637 |
|
|
2014
Q4 | $424M | Buy |
4,636,125
+1,297,825
| +39% | +$119M | 0.1% | 224 |
|
|
2014
Q3 | $331M | Sell |
3,338,300
-1,532,489
| -31% | -$152M | 0.08% | 272 |
|
|
2014
Q2 | $529M | Buy |
4,870,789
+585,980
| +14% | +$63.7M | 0.13% | 162 |
|
|
2014
Q1 | $426M | Sell |
4,284,809
-333,130
| -7% | -$33.1M | 0.12% | 189 |
|
|
2013
Q4 | $419M | Sell |
4,617,939
-1,338,815
| -22% | -$122M | 0.12% | 192 |
|
|
2013
Q3 | $497M | Buy |
5,956,754
+1,988,714
| +50% | +$166M | 0.15% | 153 |
|
|
2013
Q2 | $327M | Buy |
+3,968,040
| New | +$327M | 0.1% | 225 |
|