Kelly Lawrence W & Associates’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $467K | Hold |
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|
2025
Q2 | $380K | Hold |
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|
2025
Q1 | $323K | Hold |
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|
2024
Q4 | $355K | Hold |
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|
2024
Q3 | $383K | Buy |
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|
2024
Q2 | $160K | Buy |
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|
2024
Q1 | $28.9K | Hold |
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|
2023
Q4 | $23.4K | Hold |
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|
2023
Q3 | $21.6K | Hold |
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|
2023
Q2 | $19.1K | Hold |
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|
2023
Q1 | $18.1K | Hold |
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|
2022
Q4 | $18.9K | Hold |
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|
2022
Q3 | $13K | Hold |
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|
2022
Q2 | $14K | Hold |
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|
2022
Q1 | $18K | Hold |
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|
2021
Q4 | $16K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $73K | Buy |
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|
2017
Q3 | $50K | Hold |
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|
2017
Q2 | $43K | Sell |
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|
2017
Q1 | $65K | Sell |
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|
2016
Q4 | $102K | Hold |
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|
2016
Q3 | $98K | Hold |
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|
2016
Q2 | $84K | Sell |
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|
2016
Q1 | $115K | Buy |
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|
2015
Q4 | $89K | Buy |
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