Jupiter Wealth Management’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 | $334K | Hold |
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|
2025
Q1 | $285K | Sell |
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|
2024
Q4 | $456K | Hold |
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|
2024
Q3 | $492K | Sell |
|
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|
2024
Q2 | $519K | Hold |
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|
2024
Q1 | $517K | Hold |
|
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|
2023
Q4 | $444K | Hold |
|
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|
2023
Q3 | $360K | Hold |
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|
2023
Q2 | $369K | Hold |
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|
2023
Q1 | $343K | Sell |
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|
2022
Q4 | $467K | Buy |
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|
2022
Q3 | $164K | Sell |
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|
2022
Q2 | $1.42M | Sell |
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|
2022
Q1 | $2.54M | Buy |
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|
2021
Q4 | $1.85M | Buy |
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|
2021
Q3 | $1.65M | Buy |
|