Lavaca Capital’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-127
| Closed | -$46.1K | – | 243 |
|
|
2024
Q4 | $46.1K | Buy |
+127
| New | +$46.1K | 0.02% | 176 |
|
|
2023
Q4 | – | Sell |
-790
| Closed | -$216K | – | 95 |
|
|
2023
Q3 | $216K | Sell |
790
-55
| -7% | -$15K | 0.07% | 131 |
|
|
2023
Q2 | $208K | Sell |
845
-275
| -25% | -$67.7K | 0.06% | 142 |
|
|
2023
Q1 | $283K | Sell |
1,120
-1,700
| -60% | -$429K | 0.06% | 141 |
|
|
2022
Q4 | $610K | Hold |
2,820
| – | – | 0.19% | 91 |
|
|
2022
Q3 | $559K | Buy |
2,820
+1,800
| +176% | +$357K | 0.2% | 75 |
|
|
2022
Q2 | $215K | Sell |
1,020
-5,000
| -83% | -$1.05M | 0.03% | 101 |
|
|
2022
Q1 | $1.34M | Sell |
6,020
-3,500
| -37% | -$780K | 0.14% | 47 |
|
|
2021
Q4 | $1.97M | Sell |
9,520
-9,051
| -49% | -$1.87M | 0.25% | 34 |
|
|
2021
Q3 | $3.57M | Buy |
18,571
+9,801
| +112% | +$1.88M | 0.36% | 14 |
|
|
2021
Q2 | $1.91M | Buy |
8,770
+3,450
| +65% | +$751K | 0.19% | 25 |
|
|
2021
Q1 | $1.23M | Buy |
+5,320
| New | +$1.23M | 0.11% | 37 |
|
|
2019
Q3 | – | Sell |
-1,546
| Closed | -$211K | – | 93 |
|
|
2019
Q2 | $211K | Buy |
1,546
+526
| +52% | +$71.8K | 0.16% | 81 |
|
|
2019
Q1 | $138K | Hold |
1,020
| – | – | 0.12% | 89 |
|
|
2018
Q4 | $130K | Buy |
+1,020
| New | +$130K | 0.13% | 75 |
|