MJP Associates’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $377K | Sell |
971
-64
| -6% | -$24.9K | 0.06% | 155 |
|
|
2025
Q1 | $341K | Sell |
1,035
-575
| -36% | -$190K | 0.06% | 153 |
|
|
2024
Q4 | $584K | Buy |
1,610
+618
| +62% | +$224K | 0.1% | 82 |
|
|
2024
Q3 | $388K | Buy |
992
+109
| +12% | +$42.6K | 0.07% | 139 |
|
|
2024
Q2 | $294K | Sell |
883
-4
| -0.5% | -$1.33K | 0.06% | 173 |
|
|
2024
Q1 | $325K | Buy |
887
+68
| +8% | +$24.9K | 0.07% | 157 |
|
|
2023
Q4 | $242K | Buy |
+819
| New | +$242K | 0.06% | 148 |
|