LSPW
Lake Street Private Wealth’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,711
| Closed | -$2.54M | – | 260 |
|
|
2025
Q1 | $2.54M | Buy |
7,711
+532
| +7% | +$175K | 0.41% | 65 |
|
|
2024
Q4 | $2.6M | Buy |
7,179
+273
| +4% | +$99K | 0.42% | 62 |
|
|
2024
Q3 | $2.7M | Sell |
6,906
-4,171
| -38% | -$1.63M | 0.43% | 62 |
|
|
2024
Q2 | $3.69M | Buy |
11,077
+6,493
| +142% | +$2.16M | 0.48% | 52 |
|
|
2024
Q1 | $1.68M | Buy |
4,584
+570
| +14% | +$209K | 0.23% | 105 |
|
|
2023
Q4 | $1.19M | Buy |
4,014
+2,896
| +259% | +$856K | 0.19% | 121 |
|
|
2023
Q3 | $309K | Buy |
1,118
+151
| +16% | +$41.7K | 0.06% | 223 |
|
|
2023
Q2 | $238K | Sell |
967
-39
| -4% | -$9.6K | 0.04% | 252 |
|
|
2023
Q1 | $230K | Sell |
1,006
-99
| -9% | -$22.7K | 0.04% | 250 |
|
|
2022
Q4 | $265K | Sell |
1,105
-206
| -16% | -$49.4K | 0.05% | 232 |
|
|
2022
Q3 | $215K | Sell |
1,311
-400
| -23% | -$65.6K | 0.05% | 252 |
|
|
2022
Q2 | $306K | Buy |
1,711
+64
| +4% | +$11.4K | 0.06% | 224 |
|
|
2022
Q1 | $367K | Sell |
1,647
-203
| -11% | -$45.2K | 0.07% | 218 |
|
|
2021
Q4 | $382K | Buy |
+1,850
| New | +$382K | 0.07% | 225 |
|