LC
Legacy CG’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-15,871
| Closed | -$5.23M | – | 53 |
|
|
2025
Q1 | $5.23M | Buy |
15,871
+417
| +3% | +$138K | 1.69% | 24 |
|
|
2024
Q4 | $5.61M | Sell |
15,454
-890
| -5% | -$323K | 1.72% | 23 |
|
|
2024
Q3 | $6.39M | Buy |
16,344
+755
| +5% | +$295K | 2.09% | 19 |
|
|
2024
Q2 | $5.19M | Buy |
15,589
+300
| +2% | +$99.9K | 1.77% | 25 |
|
|
2024
Q1 | $5.6M | Buy |
15,289
+475
| +3% | +$174K | 2.03% | 20 |
|
|
2023
Q4 | $4.38M | Buy |
+14,814
| New | +$4.38M | 1.66% | 28 |
|