Jump Financial’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-86,188
| Closed | -$28.4M | – | 1811 |
|
|
2025
Q1 | $28.4M | Buy |
86,188
+85,496
| +12,355% | +$28.2M | 0.39% | 50 |
|
|
2024
Q4 | $251K | Sell |
692
-21
| -3% | -$7.62K | 0.01% | 1393 |
|
|
2024
Q3 | $279K | Sell |
713
-6,060
| -89% | -$2.37M | 0.01% | 1337 |
|
|
2024
Q2 | $2.26M | Sell |
6,773
-2,182
| -24% | -$727K | 0.05% | 496 |
|
|
2024
Q1 | $3.28M | Buy |
8,955
+7,382
| +469% | +$2.7M | 0.09% | 253 |
|
|
2023
Q4 | $465K | Sell |
1,573
-2,355
| -60% | -$696K | 0.01% | 1107 |
|
|
2023
Q3 | $1.07M | Buy |
3,928
+879
| +29% | +$240K | 0.04% | 632 |
|
|
2023
Q2 | $750K | Buy |
+3,049
| New | +$750K | 0.03% | 827 |
|
|
2022
Q3 | – | Sell |
-7,556
| Closed | -$1.35M | – | 1620 |
|
|
2022
Q2 | $1.35M | Buy |
7,556
+3,979
| +111% | +$711K | 0.06% | 462 |
|
|
2022
Q1 | $797K | Sell |
3,577
-5,594
| -61% | -$1.25M | 0.03% | 612 |
|
|
2021
Q4 | $1.9M | Buy |
9,171
+5,971
| +187% | +$1.23M | 0.12% | 222 |
|
|
2021
Q3 | $614K | Sell |
3,200
-4,068
| -56% | -$781K | 0.04% | 426 |
|
|
2021
Q2 | $1.58M | Sell |
7,268
-5,071
| -41% | -$1.1M | 0.15% | 164 |
|
|
2021
Q1 | $2.86M | Buy |
+12,339
| New | +$2.86M | 0.27% | 44 |
|