LB
Legacy Bridge’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.82M | Buy |
7,272
+300
| +4% | +$116K | 1.34% | 16 |
|
|
2025
Q1 | $2.3M | Sell |
6,972
-176
| -2% | -$58K | 1.28% | 15 |
|
|
2024
Q4 | $2.59M | Hold |
7,148
| – | – | 1.35% | 14 |
|
|
2024
Q3 | $2.8M | Buy |
7,148
+12
| +0.2% | +$4.69K | 1.51% | 10 |
|
|
2024
Q2 | $2.38M | Hold |
7,136
| – | – | 1.4% | 11 |
|
|
2024
Q1 | $2.61M | Buy |
7,136
+6
| +0.1% | +$2.2K | 1.53% | 11 |
|
|
2023
Q4 | $2.11M | Hold |
7,130
| – | – | 1.37% | 10 |
|
|
2023
Q3 | $1.95M | Buy |
7,130
+150
| +2% | +$41K | 1.39% | 10 |
|
|
2023
Q2 | $1.72M | Buy |
6,980
+235
| +3% | +$57.8K | 1.15% | 17 |
|
|
2023
Q1 | $1.54M | Hold |
6,745
| – | – | 1.08% | 25 |
|
|
2022
Q4 | $1.62M | Buy |
6,745
+85
| +1% | +$20.4K | 1.15% | 19 |
|
|
2022
Q3 | $1.09M | Hold |
6,660
| – | – | 0.87% | 42 |
|
|
2022
Q2 | $1.19M | Hold |
6,660
| – | – | 0.88% | 34 |
|
|
2022
Q1 | $1.48M | Hold |
6,660
| – | – | 0.87% | 36 |
|
|
2021
Q4 | $1.38M | Buy |
6,660
+25
| +0.4% | +$5.17K | 0.72% | 49 |
|
|
2021
Q3 | $1.27M | Buy |
6,635
+122
| +2% | +$23.4K | 0.73% | 50 |
|
|
2021
Q2 | $1.42M | Buy |
6,513
+65
| +1% | +$14.1K | 0.8% | 40 |
|
|
2021
Q1 | $1.5M | Buy |
6,448
+742
| +13% | +$172K | 0.97% | 29 |
|
|
2020
Q4 | $1.04M | Buy |
5,706
+1,250
| +28% | +$228K | 0.75% | 50 |
|
|
2020
Q3 | $665K | Buy |
4,456
+125
| +3% | +$18.7K | 0.61% | 61 |
|
|
2020
Q2 | $548K | Sell |
4,331
-9
| -0.2% | -$1.14K | 0.6% | 61 |
|
|
2020
Q1 | $504K | Sell |
4,340
-718
| -14% | -$83.4K | 0.63% | 56 |
|
|
2019
Q4 | $747K | Buy |
5,058
+278
| +6% | +$41.1K | 0.62% | 62 |
|
|
2019
Q3 | $604K | Sell |
4,780
-300
| -6% | -$37.9K | 0.58% | 68 |
|
|
2019
Q2 | $692K | Hold |
5,080
| – | – | 0.67% | 48 |
|
|
2019
Q1 | $688K | Buy |
5,080
+110
| +2% | +$14.9K | 0.71% | 47 |
|
|
2018
Q4 | $632K | Buy |
+4,970
| New | +$632K | 0.78% | 40 |
|