JT Stratford LLC’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $515K | Buy |
1,327
+140
| +12% | +$54.3K | 0.08% | 194 |
|
|
2025
Q1 | $391K | Sell |
1,187
-5,057
| -81% | -$1.67M | 0.07% | 212 |
|
|
2024
Q4 | $2.27M | Sell |
6,244
-2,230
| -26% | -$809K | 0.37% | 54 |
|
|
2024
Q3 | $3.31M | Buy |
8,474
+3,438
| +68% | +$1.34M | 0.57% | 34 |
|
|
2024
Q2 | $1.68M | Sell |
5,036
-622
| -11% | -$207K | 0.31% | 76 |
|
|
2024
Q1 | $2.07M | Buy |
5,658
+1,783
| +46% | +$653K | 0.41% | 59 |
|
|
2023
Q4 | $1.15M | Buy |
3,875
+3,067
| +380% | +$907K | 0.26% | 101 |
|
|
2023
Q3 | $221K | Sell |
808
-22
| -3% | -$6.01K | 0.06% | 220 |
|
|
2023
Q2 | $204K | Buy |
+830
| New | +$204K | 0.06% | 222 |
|
|
2020
Q3 | – | Sell |
-1,930
| Closed | -$244K | – | 158 |
|
|
2020
Q2 | $244K | Buy |
+1,930
| New | +$244K | 0.13% | 134 |
|
|
2019
Q4 | – | Sell |
-1,715
| Closed | -$217K | – | 150 |
|
|
2019
Q3 | $217K | Buy |
+1,715
| New | +$217K | 0.12% | 142 |
|