JTC Employer Solutions Trustee’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $248K | Hold |
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|
2025
Q2 | $202K | Hold |
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|
2025
Q1 | $171K | Hold |
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|
2024
Q4 | $188K | Sell |
|
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|
2024
Q3 | $360K | Hold |
|
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|
2024
Q2 | $306K | Hold |
|
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|
2024
Q1 | $336K | Hold |
|
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|
2023
Q4 | $274K | Hold |
|
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|
2023
Q3 | $251K | Hold |
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|
2023
Q2 | $226K | Hold |
|
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|
2023
Q1 | $210K | Hold |
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|
2022
Q4 | $221K | Hold |
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|
2022
Q3 | $152K | Hold |
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|
2022
Q2 | $165K | Hold |
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|
2022
Q1 | $204K | Hold |
|
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|
2021
Q4 | $191K | Hold |
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|
2021
Q3 | $177K | Buy |
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|
2021
Q2 | $87K | Buy |
|