Lake Street Private Wealth’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $2.54M | Buy |
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|
2024
Q4 | $2.6M | Buy |
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|
2024
Q3 | $2.7M | Sell |
|
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|
2024
Q2 | $3.69M | Buy |
|
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|
2024
Q1 | $1.68M | Buy |
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|
2023
Q4 | $1.19M | Buy |
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|
2023
Q3 | $309K | Buy |
|
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|
2023
Q2 | $238K | Sell |
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|
2023
Q1 | $230K | Sell |
|
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|
2022
Q4 | $265K | Sell |
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|
2022
Q3 | $215K | Sell |
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|
2022
Q2 | $306K | Buy |
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|
2022
Q1 | $367K | Sell |
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|
2021
Q4 | $382K | Buy |
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