LSIA
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LaSalle St. Investment Advisors’s Caterpillar CAT Stock Holding History

LaSalle St. Investment Advisors’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$792K Sell
2,041
-204
-9% -$79.2K 0.22% 103
2025
Q1 		$740K Buy
2,245
+271
+14% +$89.3K 0.17% 109
2024
Q4 		$716K Buy
1,974
+1,208
+158% +$438K 0.22% 89
2024
Q3 		$299K Buy
+766
New +$299K 0.12% 140