LA
Legacy Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,426
| Closed | -$1.13M | – | 79 |
|
|
2025
Q1 | $1.13M | Buy |
3,426
+311
| +10% | +$103K | 0.12% | 148 |
|
|
2024
Q4 | $1.13M | Hold |
3,115
| – | – | 0.11% | 144 |
|
|
2024
Q3 | $1.22M | Buy |
3,115
+407
| +15% | +$159K | 0.13% | 130 |
|
|
2024
Q2 | $902K | Sell |
2,708
-1,718
| -39% | -$572K | 0.11% | 139 |
|
|
2024
Q1 | $1.62M | Sell |
4,426
-1,211
| -21% | -$444K | 0.2% | 91 |
|
|
2023
Q4 | $1.67M | Buy |
5,637
+815
| +17% | +$241K | 0.21% | 91 |
|
|
2023
Q3 | $1.32M | Buy |
4,822
+2,954
| +158% | +$806K | 0.21% | 98 |
|
|
2023
Q2 | $460K | Buy |
1,868
+63
| +3% | +$15.5K | 0.07% | 182 |
|
|
2023
Q1 | $413K | Buy |
1,805
+69
| +4% | +$15.8K | 0.08% | 167 |
|
|
2022
Q4 | $416K | Buy |
1,736
+287
| +20% | +$68.8K | 0.08% | 157 |
|
|
2022
Q3 | $238K | Buy |
+1,449
| New | +$238K | 0.05% | 194 |
|
|
2020
Q1 | – | Sell |
-2,597
| Closed | -$384K | – | 100 |
|
|
2019
Q4 | $384K | Buy |
+2,597
| New | +$384K | 0.24% | 84 |
|
|
2019
Q3 | – | Sell |
-345
| Closed | -$47K | – | 146 |
|
|
2019
Q2 | $47K | Hold |
345
| – | – | 0.03% | 209 |
|
|
2019
Q1 | $47K | Buy |
+345
| New | +$47K | 0.02% | 221 |
|
|
2018
Q4 | – | Sell |
-345
| Closed | -$53K | – | 163 |
|
|
2018
Q3 | $53K | Hold |
345
| – | – | 0.03% | 225 |
|
|
2018
Q2 | $47K | Hold |
345
| – | – | 0.04% | 192 |
|
|
2018
Q1 | $52K | Hold |
345
| – | – | 0.04% | 160 |
|
|
2017
Q4 | $54K | Hold |
345
| – | – | 0.05% | 126 |
|
|
2017
Q3 | $43K | Hold |
345
| – | – | 0.05% | 112 |
|
|
2017
Q2 | $37K | Hold |
345
| – | – | 0.05% | 111 |
|
|
2017
Q1 | $32K | Hold |
345
| – | – | 0.04% | 111 |
|
|
2016
Q4 | $31K | Buy |
+345
| New | +$31K | 0.04% | 125 |
|