LTI
Laffer Tengler Investments’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $602K | Buy |
1,551
+639
| +70% | +$248K | 0.11% | 113 |
|
|
2025
Q1 | $301K | Hold |
912
| – | – | 0.06% | 110 |
|
|
2024
Q4 | $331K | Sell |
912
-585
| -39% | -$212K | 0.07% | 107 |
|
|
2024
Q3 | $586K | Hold |
1,497
| – | – | 0.12% | 111 |
|
|
2024
Q2 | $499K | Sell |
1,497
-9
| -0.6% | -$3K | 0.11% | 117 |
|
|
2024
Q1 | $552K | Buy |
1,506
+625
| +71% | +$229K | 0.14% | 106 |
|
|
2023
Q4 | $260K | Hold |
881
| – | – | 0.07% | 126 |
|
|
2023
Q3 | $241K | Hold |
881
| – | – | 0.07% | 127 |
|
|
2023
Q2 | $217K | Sell |
881
-3,607
| -80% | -$888K | 0.06% | 192 |
|
|
2023
Q1 | $1.03M | Buy |
4,488
+114
| +3% | +$26.1K | 0.28% | 99 |
|
|
2022
Q4 | $1.05M | Sell |
4,374
-703
| -14% | -$168K | 0.3% | 94 |
|
|
2022
Q3 | $833K | Buy |
5,077
+109
| +2% | +$17.9K | 0.31% | 97 |
|
|
2022
Q2 | $888K | Sell |
4,968
-109
| -2% | -$19.5K | 0.31% | 99 |
|
|
2022
Q1 | $1.13M | Buy |
5,077
+1,077
| +27% | +$240K | 0.34% | 98 |
|
|
2021
Q4 | $827K | Buy |
4,000
+284
| +8% | +$58.7K | 0.24% | 115 |
|
|
2021
Q3 | $713K | Buy |
3,716
+2,365
| +175% | +$454K | 0.21% | 124 |
|
|
2021
Q2 | $294K | Sell |
1,351
-416
| -24% | -$90.5K | 0.11% | 135 |
|
|
2021
Q1 | $410K | Buy |
1,767
+616
| +54% | +$143K | 0.16% | 108 |
|
|
2020
Q4 | $207K | Buy |
1,151
+286
| +33% | +$51.5K | 0.09% | 148 |
|
|
2020
Q3 | $129K | Hold |
865
| – | – | 0.06% | 164 |
|
|
2020
Q2 | $109K | Buy |
+865
| New | +$109K | 0.06% | 154 |
|
|
2019
Q2 | – | Sell |
-19,734
| Closed | -$2.67M | – | 114 |
|
|
2019
Q1 | $2.67M | Hold |
19,734
| – | – | 0.72% | 53 |
|
|
2018
Q4 | $2.51M | Hold |
19,734
| – | – | 0.74% | 45 |
|
|
2018
Q3 | $3.01M | Hold |
19,734
| – | – | 0.75% | 37 |
|
|
2018
Q2 | $2.68M | Hold |
19,734
| – | – | 0.68% | 48 |
|
|
2018
Q1 | $2.91M | Buy |
+19,734
| New | +$2.91M | 0.72% | 34 |
|