Lakeside Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $853K | Buy |
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|
2025
Q2 | $693K | Hold |
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|
2025
Q1 | $589K | Buy |
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|
2024
Q4 | $647K | Buy |
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|
2024
Q3 | $698K | Buy |
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|
2024
Q2 | $594K | Buy |
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|
2024
Q1 | $653K | Buy |
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|
2023
Q4 | $527K | Buy |
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|
2023
Q3 | $486K | Buy |
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|
2023
Q2 | $438K | Buy |
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|
2023
Q1 | $407K | Buy |
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|
2022
Q4 | $426K | Buy |
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|
2022
Q3 | $291K | Buy |
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|
2022
Q2 | $299K | Buy |
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|
2022
Q1 | $351K | Hold |
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|
2021
Q4 | $326K | Buy |
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