LG
LaFleur & Godfrey’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21M | Buy |
53,984
+2,631
| +5% | +$1.02M | 2.62% | 9 |
|
|
2025
Q1 | $16.9M | Buy |
51,353
+568
| +1% | +$187K | 2.3% | 11 |
|
|
2024
Q4 | $18.4M | Sell |
50,785
-448
| -0.9% | -$163K | 2.53% | 8 |
|
|
2024
Q3 | $20M | Sell |
51,233
-1,840
| -3% | -$720K | 2.76% | 8 |
|
|
2024
Q2 | $17.7M | Buy |
53,073
+1,383
| +3% | +$461K | 2.59% | 9 |
|
|
2024
Q1 | $18.9M | Sell |
51,690
-5,152
| -9% | -$1.89M | 2.8% | 7 |
|
|
2023
Q4 | $16.8M | Buy |
56,842
+3,912
| +7% | +$1.16M | 2.51% | 8 |
|
|
2023
Q3 | $14.4M | Buy |
52,930
+125
| +0.2% | +$34.1K | 2.31% | 11 |
|
|
2023
Q2 | $13M | Buy |
52,805
+788
| +2% | +$194K | 1.95% | 16 |
|
|
2023
Q1 | $11.9M | Sell |
52,017
-1,645
| -3% | -$376K | 1.95% | 16 |
|
|
2022
Q4 | $12.9M | Buy |
53,662
+103
| +0.2% | +$24.7K | 2.14% | 15 |
|
|
2022
Q3 | $8.79M | Buy |
53,559
+431
| +0.8% | +$70.7K | 1.57% | 22 |
|
|
2022
Q2 | $9.5M | Sell |
53,128
-2,127
| -4% | -$380K | 1.5% | 22 |
|
|
2022
Q1 | $12.3M | Sell |
55,255
-2,162
| -4% | -$482K | 1.65% | 20 |
|
|
2021
Q4 | $11.9M | Sell |
57,417
-344
| -0.6% | -$71.1K | 1.52% | 20 |
|
|
2021
Q3 | $11.1M | Buy |
57,761
+1,838
| +3% | +$353K | 1.53% | 20 |
|
|
2021
Q2 | $12.2M | Sell |
55,923
-6,171
| -10% | -$1.34M | 1.74% | 15 |
|
|
2021
Q1 | $14.4M | Sell |
62,094
-1,079
| -2% | -$250K | 2.8% | 8 |
|
|
2020
Q4 | $11.5M | Sell |
63,173
-1,026
| -2% | -$187K | 2.35% | 15 |
|
|
2020
Q3 | $9.58M | Buy |
+64,199
| New | +$9.58M | 2.16% | 18 |
|
|
2015
Q1 | – | Sell |
-6,898
| Closed | -$631K | – | 80 |
|
|
2014
Q4 | $631K | Buy |
6,898
+720
| +12% | +$65.9K | 0.17% | 64 |
|
|
2014
Q3 | $612K | Buy |
6,178
+425
| +7% | +$42.1K | 0.17% | 69 |
|
|
2014
Q2 | $625K | Buy |
5,753
+830
| +17% | +$90.2K | 0.17% | 64 |
|
|
2014
Q1 | $489K | Buy |
4,923
+2,050
| +71% | +$204K | 0.14% | 63 |
|
|
2013
Q4 | $261K | Sell |
2,873
-280
| -9% | -$25.4K | 0.07% | 71 |
|
|
2013
Q3 | $263K | Hold |
3,153
| – | – | 0.08% | 68 |
|
|
2013
Q2 | $260K | Buy |
+3,153
| New | +$260K | 0.08% | 67 |
|