Lantern Wealth Advisors’s Caterpillar CAT Stock Holding History

Lantern Wealth Advisors’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.41M	Buy
2024 Q4	$1.24M	Buy
2024 Q3	$1.33M	Sell
2024 Q2	$1.23M	Buy
2024 Q1	$1.36M	Buy
2023 Q4	$1.09M	Buy