KJWM
Kiley Juergens Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.08M | Sell |
18,241
-85
| -0.5% | -$33K | 1.63% | 14 |
|
|
2025
Q1 | $6.04M | Sell |
18,326
-84
| -0.5% | -$27.7K | 1.61% | 14 |
|
|
2024
Q4 | $6.68M | Sell |
18,410
-193
| -1% | -$70K | 1.67% | 14 |
|
|
2024
Q3 | $7.28M | Sell |
18,603
-121
| -0.6% | -$47.3K | 1.89% | 13 |
|
|
2024
Q2 | $6.24M | Buy |
18,724
+66
| +0.4% | +$22K | 1.73% | 14 |
|
|
2024
Q1 | $6.84M | Sell |
18,658
-304
| -2% | -$111K | 2.11% | 13 |
|
|
2023
Q4 | $5.61M | Buy |
18,962
+36
| +0.2% | +$10.6K | 1.88% | 15 |
|
|
2023
Q3 | $5.17M | Hold |
18,926
| – | – | 1.87% | 13 |
|
|
2023
Q2 | $4.66M | Sell |
18,926
-299
| -2% | -$73.6K | 1.61% | 15 |
|
|
2023
Q1 | $4.4M | Sell |
19,225
-260
| -1% | -$59.5K | 1.65% | 15 |
|
|
2022
Q4 | $4.67M | Sell |
19,485
-393
| -2% | -$94.1K | 1.96% | 14 |
|
|
2022
Q3 | $3.26M | Sell |
19,878
-182
| -0.9% | -$29.9K | 1.53% | 15 |
|
|
2022
Q2 | $3.59M | Buy |
20,060
+4,440
| +28% | +$793K | 1.7% | 13 |
|
|
2022
Q1 | $3.48M | Sell |
15,620
-4,297
| -22% | -$958K | 1.68% | 18 |
|
|
2021
Q4 | $4.12M | Buy |
19,917
+1,168
| +6% | +$241K | 1.56% | 13 |
|
|
2021
Q3 | $3.6M | Buy |
18,749
+1,960
| +12% | +$376K | 1.58% | 12 |
|
|
2021
Q2 | $3.65M | Buy |
16,789
+3
| +0% | +$653 | 1.67% | 12 |
|
|
2021
Q1 | $3.89M | Buy |
16,786
+285
| +2% | +$66.1K | 2.03% | 11 |
|
|
2020
Q4 | $3M | Sell |
16,501
-353
| -2% | -$64.2K | 1.78% | 12 |
|
|
2020
Q3 | $2.51M | Sell |
16,854
-1,137
| -6% | -$170K | 1.84% | 11 |
|
|
2020
Q2 | $2.28M | Sell |
17,991
-319
| -2% | -$40.3K | 1.9% | 10 |
|
|
2020
Q1 | $2.12M | Buy |
18,310
+2,232
| +14% | +$259K | 2.19% | 9 |
|
|
2019
Q4 | $2.37M | Sell |
16,078
-440
| -3% | -$65K | 2.09% | 11 |
|
|
2019
Q3 | $2.09M | Buy |
16,518
+1,739
| +12% | +$220K | 2.28% | 10 |
|
|
2019
Q2 | $2.01M | Buy |
14,779
+1,272
| +9% | +$173K | 2.27% | 10 |
|
|
2019
Q1 | $1.83M | Buy |
13,507
+1,528
| +13% | +$207K | 2.28% | 10 |
|
|
2018
Q4 | $1.52M | Buy |
11,979
+4,084
| +52% | +$519K | 2.13% | 12 |
|
|
2018
Q3 | $1.2M | Buy |
7,895
+520
| +7% | +$79.2K | 0.9% | 18 |
|
|
2018
Q2 | $1M | Sell |
7,375
-174
| -2% | -$23.6K | 0.89% | 21 |
|
|
2018
Q1 | $1.11M | Sell |
7,549
-899
| -11% | -$132K | 1.21% | 18 |
|
|
2017
Q4 | $1.33M | Buy |
+8,448
| New | +$1.33M | 1.2% | 17 |
|