JF
JSF Financial’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $342K | Sell |
880
-45
| -5% | -$17.5K | 0.08% | 96 |
|
|
2025
Q1 | $305K | Sell |
925
-27
| -3% | -$8.9K | 0.08% | 98 |
|
|
2024
Q4 | $345K | Buy |
952
+320
| +51% | +$116K | 0.09% | 98 |
|
|
2024
Q3 | $247K | Sell |
632
-9
| -1% | -$3.52K | 0.07% | 102 |
|
|
2024
Q2 | $214K | Sell |
641
-18
| -3% | -$6K | 0.07% | 105 |
|
|
2024
Q1 | $242K | Buy |
+659
| New | +$242K | 0.08% | 99 |
|
|
2023
Q4 | – | Sell |
-1,022
| Closed | -$279K | – | 110 |
|
|
2023
Q3 | $279K | Sell |
1,022
-93
| -8% | -$25.4K | 0.11% | 86 |
|
|
2023
Q2 | $274K | Hold |
1,115
| – | – | 0.1% | 85 |
|
|
2023
Q1 | $255K | Buy |
1,115
+115
| +12% | +$26.3K | 0.1% | 98 |
|
|
2022
Q4 | $240K | Buy |
+1,000
| New | +$240K | 0.09% | 98 |
|
|
2022
Q2 | – | Sell |
-928
| Closed | -$207K | – | 104 |
|
|
2022
Q1 | $207K | Buy |
+928
| New | +$207K | 0.09% | 107 |
|
|
2021
Q4 | – | Sell |
-1,323
| Closed | -$254K | – | 117 |
|
|
2021
Q3 | $254K | Buy |
+1,323
| New | +$254K | 0.13% | 95 |
|