Legacy Capital Group California’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $970K | Sell |
2,499
-69
| -3% | -$26.8K | 0.27% | 98 |
|
|
2025
Q1 | $847K | Sell |
2,568
-1,413
| -35% | -$466K | 0.3% | 86 |
|
|
2024
Q4 | $1.44M | Sell |
3,981
-1,312
| -25% | -$476K | 0.44% | 43 |
|
|
2024
Q3 | $2.07M | Sell |
5,293
-117
| -2% | -$45.8K | 0.69% | 23 |
|
|
2024
Q2 | $1.8M | Sell |
5,410
-68
| -1% | -$22.7K | 0.65% | 31 |
|
|
2024
Q1 | $2.01M | Buy |
5,478
+1,810
| +49% | +$663K | 0.74% | 20 |
|
|
2023
Q4 | $1.08M | Sell |
3,668
-10
| -0.3% | -$2.96K | 0.42% | 51 |
|
|
2023
Q3 | $1M | Buy |
3,678
+3
| +0.1% | +$819 | 0.43% | 56 |
|
|
2023
Q2 | $904K | Buy |
3,675
+102
| +3% | +$25.1K | 0.37% | 72 |
|
|
2023
Q1 | $818K | Buy |
+3,573
| New | +$818K | 0.4% | 69 |
|