Lakeside Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $693K | Hold |
1,786
| – | – | 0.45% | 35 |
|
|
2025
Q1 | $589K | Buy |
1,786
+1
| +0.1% | +$330 | 0.39% | 35 |
|
|
2024
Q4 | $647K | Buy |
1,785
+1
| +0.1% | +$363 | 0.43% | 34 |
|
|
2024
Q3 | $698K | Buy |
1,784
+1
| +0.1% | +$391 | 0.44% | 35 |
|
|
2024
Q2 | $594K | Buy |
1,783
+1
| +0.1% | +$333 | 0.39% | 38 |
|
|
2024
Q1 | $653K | Buy |
1,782
+1
| +0.1% | +$366 | 0.42% | 36 |
|
|
2023
Q4 | $527K | Buy |
1,781
+1
| +0.1% | +$296 | 0.37% | 37 |
|
|
2023
Q3 | $486K | Buy |
1,780
+1
| +0.1% | +$273 | 0.37% | 38 |
|
|
2023
Q2 | $438K | Buy |
1,779
+1
| +0.1% | +$246 | 0.32% | 39 |
|
|
2023
Q1 | $407K | Buy |
1,778
+1
| +0.1% | +$229 | 0.31% | 42 |
|
|
2022
Q4 | $426K | Buy |
1,777
+1
| +0.1% | +$240 | 0.35% | 40 |
|
|
2022
Q3 | $291K | Buy |
1,776
+101
| +6% | +$16.5K | 0.26% | 43 |
|
|
2022
Q2 | $299K | Buy |
1,675
+100
| +6% | +$17.9K | 0.25% | 45 |
|
|
2022
Q1 | $351K | Hold |
1,575
| – | – | 0.26% | 40 |
|
|
2021
Q4 | $326K | Buy |
+1,575
| New | +$326K | 0.24% | 40 |
|