LWA
Ledgewood Wealth Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $395K | Hold |
1,017
| – | – | 0.25% | 48 |
|
|
2025
Q1 | $335K | Hold |
1,017
| – | – | 0.22% | 52 |
|
|
2024
Q4 | $369K | Hold |
1,017
| – | – | 0.24% | 53 |
|
|
2024
Q3 | $398K | Buy |
1,017
+17
| +2% | +$6.65K | 0.27% | 49 |
|
|
2024
Q2 | $333K | Hold |
1,000
| – | – | 0.29% | 44 |
|
|
2024
Q1 | $366K | Hold |
1,000
| – | – | 0.34% | 42 |
|
|
2023
Q4 | $296K | Buy |
+1,000
| New | +$296K | 0.27% | 47 |
|