Legacy Financial Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $869K | Buy |
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|
2025
Q1 | $711K | Buy |
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|
2024
Q4 | $782K | Buy |
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|
2024
Q3 | $795K | Buy |
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|
2024
Q2 | $661K | Sell |
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|
2024
Q1 | $731K | Buy |
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|
2023
Q4 | $548K | Buy |
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|
2023
Q3 | $467K | Buy |
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|
2023
Q2 | $361K | Buy |
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|
2023
Q1 | $288K | Sell |
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|
2022
Q4 | $302K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $219K | Buy |
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|
2021
Q4 | $201K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $95K | Buy |
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|
2018
Q4 | $61K | Buy |
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|
2018
Q3 | $29K | Hold |
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|
2018
Q2 | $28K | Buy |
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|
2018
Q1 | $24K | Sell |
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|
2017
Q4 | $294K | Buy |
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