JSF Financial’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 | $342K | Sell |
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|
2025
Q1 | $305K | Sell |
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|
2024
Q4 | $345K | Buy |
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|
2024
Q3 | $247K | Sell |
|
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|
2024
Q2 | $214K | Sell |
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|
2024
Q1 | $242K | Buy |
|
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $279K | Sell |
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|
2023
Q2 | $274K | Hold |
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|
2023
Q1 | $255K | Buy |
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|
2022
Q4 | $240K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $207K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $254K | Buy |
|