LWA
Lantern Wealth Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Buy |
+3,636
| New | +$1.41M | 0.84% | 35 |
|
|
2024
Q4 | $1.24M | Buy |
3,430
+21
| +0.6% | +$7.62K | 0.81% | 36 |
|
|
2024
Q3 | $1.33M | Sell |
3,409
-297
| -8% | -$116K | 0.92% | 31 |
|
|
2024
Q2 | $1.23M | Buy |
3,706
+2
| +0.1% | +$666 | 0.9% | 33 |
|
|
2024
Q1 | $1.36M | Buy |
3,704
+3
| +0.1% | +$1.1K | 0.95% | 29 |
|
|
2023
Q4 | $1.09M | Buy |
+3,701
| New | +$1.09M | 0.86% | 31 |
|