Lakeridge Wealth Management’s Caterpillar CAT Stock Holding History

Lakeridge Wealth Management’s Portfolio CAT Stock Details CAT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$840K	Sell
2025 Q2	$688K	Buy
2025 Q1	$584K	Buy
2024 Q4	$626K	Buy
2024 Q3	$674K	Sell
2024 Q2	$576K	Buy
2024 Q1	$628K	Sell
2023 Q4	$603K	Buy