LIA
LBMC Investment Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $402K | Hold |
1,036
| – | – | 0.03% | 137 |
|
|
2025
Q1 | $342K | Hold |
1,036
| – | – | 0.03% | 145 |
|
|
2024
Q4 | $376K | Hold |
1,036
| – | – | 0.03% | 137 |
|
|
2024
Q3 | $405K | Hold |
1,036
| – | – | 0.03% | 126 |
|
|
2024
Q2 | $345K | Hold |
1,036
| – | – | 0.03% | 127 |
|
|
2024
Q1 | $380K | Buy |
+1,036
| New | +$380K | 0.03% | 121 |
|