LWM
Lakeridge Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $688K | Buy |
1,771
+1
| +0.1% | +$388 | 0.32% | 58 |
|
|
2025
Q1 | $584K | Buy |
1,770
+44
| +3% | +$14.5K | 0.29% | 68 |
|
|
2024
Q4 | $626K | Buy |
1,726
+4
| +0.2% | +$1.45K | 0.32% | 63 |
|
|
2024
Q3 | $674K | Sell |
1,722
-7
| -0.4% | -$2.74K | 0.37% | 50 |
|
|
2024
Q2 | $576K | Buy |
1,729
+16
| +0.9% | +$5.33K | 0.35% | 59 |
|
|
2024
Q1 | $628K | Sell |
1,713
-326
| -16% | -$119K | 0.41% | 49 |
|
|
2023
Q4 | $603K | Buy |
+2,039
| New | +$603K | 0.44% | 46 |
|