P.J. Schmidt Investment Management (PJS)’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$330K Buy
2015
Q1
Sell
2014
Q4
$336K Sell
2014
Q3
$524K Sell
2014
Q2
$585K Hold
2014
Q1
$535K Sell
2013
Q4
$819K Sell
2013
Q3
$1.5M Sell
2013
Q2
$2.05M Buy