Lake Street Advisors Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $5.9M | Buy |
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|
2024
Q3 | $3.31M | Sell |
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|
2024
Q2 | $5.37M | Buy |
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|
2024
Q1 | $5.87M | Buy |
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|
2023
Q4 | $4.6M | Sell |
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|
2023
Q3 | $4.25M | Sell |
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|
2023
Q2 | $3.87M | Buy |
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|
2023
Q1 | $3.6M | Sell |
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|
2022
Q4 | $3.79M | Buy |
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|
2022
Q3 | $2.56M | Sell |
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|
2022
Q2 | $2.89M | Buy |
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|
2022
Q1 | $3.43M | Buy |
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|
2021
Q4 | $3.1M | Buy |
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|
2021
Q3 | $2.88M | Buy |
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|
2021
Q2 | $808K | Sell |
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|
2021
Q1 | $858K | Buy |
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|
2020
Q4 | $667K | Buy |
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|
2020
Q3 | $540K | Buy |
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|
2020
Q2 | $438K | Sell |
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|
2020
Q1 | $438K | Buy |
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|
2019
Q4 | $371K | Buy |
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|
2019
Q3 | $291K | Sell |
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|
2019
Q2 | $342K | Buy |
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|
2019
Q1 | $302K | Buy |
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|
2018
Q4 | $260K | Buy |
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|
2018
Q3 | $282K | Sell |
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|
2018
Q2 | $444K | Sell |
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|
2018
Q1 | $493K | Buy |
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|
2017
Q4 | $509K | Buy |
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