LA
Latitude Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $898K | Buy |
2,314
+278
| +14% | +$108K | 0.45% | 53 |
|
|
2025
Q1 | $671K | Sell |
2,036
-145
| -7% | -$47.8K | 0.39% | 61 |
|
|
2024
Q4 | $791K | Sell |
2,181
-26
| -1% | -$9.43K | 0.45% | 52 |
|
|
2024
Q3 | $863K | Buy |
2,207
+71
| +3% | +$27.8K | 0.49% | 51 |
|
|
2024
Q2 | $712K | Buy |
2,136
+88
| +4% | +$29.3K | 0.43% | 51 |
|
|
2024
Q1 | $750K | Buy |
2,048
+125
| +7% | +$45.8K | 0.47% | 41 |
|
|
2023
Q4 | $569K | Buy |
1,923
+6
| +0.3% | +$1.77K | 0.4% | 63 |
|
|
2023
Q3 | $523K | Buy |
1,917
+101
| +6% | +$27.6K | 0.37% | 61 |
|
|
2023
Q2 | $447K | Buy |
1,816
+91
| +5% | +$22.4K | 0.31% | 75 |
|
|
2023
Q1 | $395K | Sell |
1,725
-11
| -0.6% | -$2.52K | 0.29% | 98 |
|
|
2022
Q4 | $416K | Sell |
1,736
-222
| -11% | -$53.2K | 0.31% | 81 |
|
|
2022
Q3 | $321K | Buy |
1,958
+117
| +6% | +$19.2K | 0.27% | 92 |
|
|
2022
Q2 | $329K | Sell |
1,841
-3,605
| -66% | -$644K | 0.3% | 93 |
|
|
2022
Q1 | $1.21M | Buy |
5,446
+2,695
| +98% | +$601K | 0.27% | 81 |
|
|
2021
Q4 | $569K | Buy |
2,751
+53
| +2% | +$11K | 0.16% | 136 |
|
|
2021
Q3 | $518K | Buy |
2,698
+1,244
| +86% | +$239K | 0.16% | 131 |
|
|
2021
Q2 | $316K | Buy |
1,454
+140
| +11% | +$30.4K | 0.23% | 102 |
|
|
2021
Q1 | $305K | Sell |
1,314
-194
| -13% | -$45K | 0.25% | 102 |
|
|
2020
Q4 | $275K | Buy |
+1,508
| New | +$275K | 0.24% | 103 |
|