JWM
Jupiter Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $334K | Hold |
808
| – | – | 0.17% | 69 |
|
|
2025
Q1 | $285K | Sell |
808
-450
| -36% | -$159K | 0.17% | 61 |
|
|
2024
Q4 | $456K | Hold |
1,258
| – | – | 0.23% | 67 |
|
|
2024
Q3 | $492K | Sell |
1,258
-242
| -16% | -$94.7K | 0.25% | 65 |
|
|
2024
Q2 | $519K | Hold |
1,500
| – | – | 0.28% | 61 |
|
|
2024
Q1 | $517K | Hold |
1,500
| – | – | 0.27% | 63 |
|
|
2023
Q4 | $444K | Hold |
1,500
| – | – | 0.26% | 66 |
|
|
2023
Q3 | $360K | Hold |
1,500
| – | – | 0.23% | 64 |
|
|
2023
Q2 | $369K | Hold |
1,500
| – | – | 0.32% | 52 |
|
|
2023
Q1 | $343K | Sell |
1,500
-452
| -23% | -$103K | 0.32% | 46 |
|
|
2022
Q4 | $467K | Buy |
1,952
+952
| +95% | +$228K | 0.45% | 41 |
|
|
2022
Q3 | $164K | Sell |
1,000
-6,965
| -87% | -$1.14M | 0.16% | 57 |
|
|
2022
Q2 | $1.42M | Sell |
7,965
-3,427
| -30% | -$612K | 1.3% | 25 |
|
|
2022
Q1 | $2.54M | Buy |
11,392
+2,427
| +27% | +$541K | 1.59% | 21 |
|
|
2021
Q4 | $1.85M | Buy |
8,965
+1,000
| +13% | +$207K | 0.96% | 27 |
|
|
2021
Q3 | $1.65M | Buy |
+7,965
| New | +$1.65M | 0.78% | 37 |
|