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PANW YTD mountain Palo Alto Networks (PANW) YTD performance We're adding to our Palo Alto Networks position. One of the big data points that came out of the company's recent blowout earnings report was how Palo Alto has now achieved GAAP profitability over its past four quarters. PXD YTD mountain Pioneer Natural Resources (PXD) YTD performance We're also buying an oil stock, Pioneer Natural Resources , into Monday's energy rout and upgrading our rating back to a 1 . As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

We're buying 40 shares of Disney (DIS) at roughly $94.50 each. A cash position of nearly 9% provides us with the ability to find something to buy, and that's what we're doing Friday afternoon. DIS YTD mountain Disney (DIS) YTD performance Iger's strategy was crafted around three main features. Michael M. Santiago | Getty ImagesWe're buying 40 shares of Disney (DIS) at roughly $94.50 each. Stock Chart Icon Stock chart icon Disney (DIS) YTD performance

We're buying 25 shares of Johnson & Johnson (JNJ) at roughly $153.55 each. We chose Johnson & Johnson . JNJ YTD mountain Johnson & Johnson (JNJ) YTD performance Johnson & Johnson has had its struggles this year due to an overhang related to talc litigation . Later this year, J & J will separate its consumer health business, which will be called Kenvue, from its pharma and medtech business, which will keep the Johnson & Johnson name. For example, J & J should be able to allocate more resources to research and development (R & D), while Kenvue can look for more bolt-on acquisitions to boost growth.

We have said in recent days that we were waiting for Caterpillar stock to fall further before adding to our position again. And the valuation here isn't much of a hurdle, with shares trading at about 15-times 2023 earnings estimates. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB. A Caterpillar (Cat) Excavator is seen working at a construction site near the New York Harbor in Brooklyn, New York, March 4, 2021.

We're buying 45 shares of Johnson & Johnson (JNJ) at roughly $158 each. Following Tuesday's trade, Jim Cramer's Charitable Trust will own 600 shares of J & J, increasing its weighting in the portfolio to about 3.27% from 3.03%. JNJ 3M mountain J & J 3-month performance That's why we are viewing Tuesday's downturn as an opportunity to make to add to our position in Johnson & Johnson , the health-care giant that's separating its consumer business later this year. J & J has struggled this year partly on concerns around talc and mesh litigation. It has some hair on it due to litigation, but with a great balance sheet and a 2.85% annual dividend yield, J & J is the type of stock we like in this environment.

As a reminder, every year Jim Cramer's Charitable Trust distributes all dividend income and realized capital gains to qualified publicly supported charitable organizations. Our total contribution this year is $326,951, and this brings our total donation since the Club's inception to approximately $4.1 million. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.

We are selling 650 shares of Coterra Energy (CTRA) at roughly $23.80 apiece, and 75 shares of Pioneer Natural Resources (PXD) at roughly $209.10 apiece. The Club is trimming oil-and-gas holdings Pioneer and Coterra on Friday, while downgrading both of their ratings to a 2 — meaning we'll be on the sidelines until a further pullback. But we will always take action if we have a concern about any of our stocks. Most oil stocks with a fixed-plus-variable dividend generated yields for shareholders well above 8% last year. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

We're initiating a position in Palo Alto Networks (PANW), buying 125 shares at roughly $175 each. PANW 1Y mountain Palo Alto Networks (PANW) 1-year performance We're starting a position in Palo Alto Networks because of its leadership in cybersecurity. Thanks to management's push for profitability, Palo Alto Networks has delivered two consecutive quarters of GAAP (generally accepted accounting principles) profitability. Sakorn Sukkasemsakorn | Istock | Getty ImagesWe're initiating a position in Palo Alto Networks (PANW), buying 125 shares at roughly $175 each. Stock Chart Icon Stock chart icon Palo Alto Networks (PANW) 1-year performance

We're buying 50 more shares of Caterpillar (CAT) at roughly $242.28 each and selling 100 shares of Qualcomm (QCOM) at roughly $130.46 each. Shares of machinery giant Caterpillar have underperformed over the past two days after Baird downgraded its rating Monday to neutral. QCOM 1Y mountain Qualcomm (QCOM) 1-year performance To fund this purchase, we are once again trimming our position in semiconductor company Qualcomm . (Jim Cramer's Charitable Trust is long CAT, QCOM. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

We're buying 20 shares of Estee Lauder (EL) at roughly $248.20 each. That's kind of how Estee Lauder has traded of late. EL 1Y mountain Estee Lauder (EL) 1-year performance The quarter for this leader in prestige beauty was solid, and earnings handily beat expectations, with the company posting adjusted earnings per share (EPS) of $1.69 versus estimates of $1.29. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

We're buying 150 shares of Coterra Energy (CTRA) at roughly $23.84. One of the biggest commodity stories this year has been the significant decline in the price of natural gas. After peaking at around $10 per million British thermal units back in August, the price of nat gas has pretty much fallen off a cliff. Our other pure exploration and production stocks — Devon Energy (DVN) and Pioneer Natural Resources (PXD) — are far less tied to nat gas. A drilling rig operates in the Permian Basin oil and natural gas production area in Lea County, New Mexico, February 10, 2019.

Shortly after the opening bell, we'll be buying 55 shares of Caterpillar (CAT) at roughly $247 a share, and selling 100 shares of Qualcomm (QCOM) at roughly $132.25 apiece. With CAT shares down more than 5% since last Tuesday, we reiterate that the recent pullback is a long-term buying opportunity. To fund this purchase, we're scaling back our position in Qualcomm on a near cash-for-cash basis. The semiconductor firm on Feb. 2 delivered softer-than-anticipated guidance , while warning that weak smartphone demand would keep handset chip inventories elevated through the first half of 2023, longer than expected. (Jim Cramer's Charitable Trust is long CAT, QCOM, APPL.

Shortly after the opening bell, we will be buying 50 shares of Johnson & Johnson (JNJ) at roughly $161.81 apiece. Shares of Johnson & Johnson were hit hard Monday after a federal appeals court rejected the company's bankruptcy strategy for tens of thousands of lawsuits related to the company's talc-based baby powder. J & J stock closed down 3.7% Monday, at $162 a share. Johnson & Johnson has won the majority of talc cases brought against it since these lawsuits began. Johnson & Johnson has won the majority of talc cases brought against it since these lawsuits began.

Shares of household product giant P & G have been hit hard over the past few weeks due to a market rotation out of defensive companies that outperformed last year. P & G lost about 7% in 2022's terrible year, much less than the S & P 500 's more than 19% decline in 2022. Sure the 6% decline in sales volume was more noticeable from the prior quarter when volume fell 3%. For example, 1 percentage point of the volume decline was due to P & G cutting its Russia portfolio in half due to Moscow's unprovoked war on Ukraine. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

We're buying 50 shares of Caterpillar (CAT) at roughly $246.41 apiece. Following Thursday's trade, Jim Cramer's Charitable Trust will own 105 shares of Caterpillar, increasing its weighting in the portfolio to about 0.9% from roughly 0.47%. We're taking the funds we raised Wednesday through our trim of Qualcomm (QCOM) into strength to slowly scale into our newest position , Caterpillar . The industrial giant is the world's leading manufacturer of construction-and-mining equipment, off-highway diesel and natural gas engines, industrial gas turbines and diesel-electric locomotives. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

We're selling 100 shares of Qualcomm (QCOM) at roughly $122.84. Following Wednesday's trade, Jim Cramer's Charitable Trust will own 525 shares of Qualcomm, decreasing its weighting in the portfolio to about 2.24% from 2.66%. However, shares of chipmaker Qualcomm were standing out in a sea of red, up about 2% late in the session. What this basically means is that the analysts see an upcoming event that could drive a negative move in a stock price. Qualcomm shares are having a strong showing in a weak market Wednesday, and the gains are extending the stock's run to about 12% year to date.

We are initiating a position in Caterpillar (CAT), buying 55 shares at roughly $257.86 apiece. In addition, we are selling 50 shares of Starbucks (SBUX) at roughly $106.87 a share. SBUX 1Y mountain Starbucks (SBUX) shares 1-year performance As for Starbucks , this small trim is consistent with our strategy of taking profits following the coffeemaker's big run. (Jim Cramer's Charitable Trust is long CAT, SBUX. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

We're selling 375 shares of Halliburton (HAL) at roughly $42.62 each. Following Thursday's trade, Jim Cramer's Charitable Trust will own 2,000 shares of HAL, decreasing its weighting in the portfolio to about 2.96% from about 3.5%. HAL 1Y mountain Halliburton (HAL) 1-year performance We've traded around our Halliburton position lately. As a reminder, any value above a positive 4% signals the market is overbought and potentially due for a pullback. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

We're kicking off the new week by making some sales in 2 of our highest price-to-earnings (PE) multiple technology stocks. Our concerns around high-multiple tech firms stem from the market's challenge of correctly valuing them. Consistent with our angst over high-multiple tech stocks, we're selling some Microsoft and Nvidia . The former trades at around 23-times the next 12 months of earnings, while the latter trades at around 38-times. With expenses growth at tech firms still not aligned with more muted revenue expectations, our trims today hedge us in the event earnings disappoint this season.

We're selling 40 shares of Estee Lauder (EL) at roughly $267.33 apiece. Following Friday's trade, Jim Cramer's Charitable Trust will own 250 shares of Estee Lauder, decreasing its weighting in the portfolio to about 2.37% from 2.74%. We're taking a big win in Estee Lauder Friday, locking in a gain of about 18% on stock we purchased in late September of 2022 . THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.

As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.

Fed minutes Jim Cramer: "While the number indicates the market is getting hit, the Fed minutes are just saying what we thought. What was working JC: "[Before the minutes], if you took a charge like Marc Benioff [and Salesforce ] did today, it's being well received. JM: "Maybe that's part of these down-and-out stocks rallying to start the year." As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

We're buying 25 shares of Pioneer Natural Resources (PXD) at roughly $223 each. Following Wednesday's trade, Jim Cramer's Charitable Trust will own 175 shares of PXD, increasing its weighting in the portfolio to 1.39% from 1.2%. We're adding to Pioneer Natural Resources because it has some of the best oil assets in the Permian Basin, located in western Texas and southeastern New Mexico. At a more normalized level of $80 per barrel, Pioneer thinks the annual payout will be $19 per share, offering an annual yield of about 8.5%. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

We're buying 10 shares of Humana (HUM) at roughly $492 apiece. Following Tuesday's trade, Jim Cramer's Charitable Trust will own 110 shares of HUM, increasing its weighting in the portfolio to 1.96% from 1.78%. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio. Traders on the floor of the New York Stock Exchange (NYSE) in New York, on Tuesday, Jan. 3, 2023.

Following Thursday's trade, Jim Cramer's Charitable Trust will own 6,500 shares of F, increasing its weighting in the portfolio to 2.63% from 2.44%. We are putting some cash to work Thursday, consistent with our discipline of buying in small increments whenever the market becomes oversold, according to the S & P Oscillator. The S & P Oscillator is a technical indicator that has guided us through oversold- and overbought conditions in the market countless times over the years. When the Oscillator moves below minus 4%, it signals oversold conditions in the market, which could mean it's due for a bounce. Of course, the Oscillator could become more oversold from here and the market could continue to drop.

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