LNWTC
Laird Norton Wetherby Trust Company’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,407
| Closed | -$930K | – | 101 |
|
|
2023
Q3 | $930K | Hold |
3,407
| – | – | 0.12% | 44 |
|
|
2023
Q2 | $838K | Hold |
3,407
| – | – | 0.1% | 46 |
|
|
2023
Q1 | $779K | Sell |
3,407
-3
| -0.1% | -$686 | 0.1% | 48 |
|
|
2022
Q4 | $817K | Buy |
+3,410
| New | +$817K | 0.12% | 44 |
|
|
2022
Q3 | – | Sell |
-3,404
| Closed | -$608K | – | 80 |
|
|
2022
Q2 | $608K | Sell |
3,404
-268
| -7% | -$47.9K | 0.08% | 54 |
|
|
2022
Q1 | $818K | Sell |
3,672
-110
| -3% | -$24.5K | 0.07% | 79 |
|
|
2021
Q4 | $781K | Sell |
3,782
-62
| -2% | -$12.8K | 0.07% | 81 |
|
|
2021
Q3 | $737K | Buy |
3,844
+129
| +3% | +$24.7K | 0.08% | 80 |
|
|
2021
Q2 | $808K | Sell |
3,715
-135
| -4% | -$29.4K | 0.08% | 68 |
|
|
2021
Q1 | $703K | Buy |
3,850
+62
| +2% | +$11.3K | 0.08% | 70 |
|
|
2020
Q4 | $689K | Buy |
+3,788
| New | +$689K | 0.08% | 68 |
|