NJIM
Nabity-Jensen Investment Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Buy |
2,967
+8
| +0.3% | +$3.11K | 0.85% | 26 |
|
|
2025
Q1 | $976K | Buy |
2,959
+41
| +1% | +$13.5K | 0.78% | 28 |
|
|
2024
Q4 | $1.06M | Buy |
2,918
+59
| +2% | +$21.4K | 0.8% | 27 |
|
|
2024
Q3 | $1.12M | Buy |
2,859
+144
| +5% | +$56.3K | 0.86% | 27 |
|
|
2024
Q2 | $904K | Buy |
2,715
+151
| +6% | +$50.3K | 0.74% | 29 |
|
|
2024
Q1 | $940K | Hold |
2,564
| – | – | 0.77% | 27 |
|
|
2023
Q4 | $758K | Buy |
+2,564
| New | +$758K | 0.68% | 32 |
|