LFA
Legacy Financial Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $869K | Buy |
2,239
+83
| +4% | +$32.2K | 0.14% | 128 |
|
|
2025
Q1 | $711K | Buy |
2,156
+1
| +0% | +$330 | 0.12% | 149 |
|
|
2024
Q4 | $782K | Buy |
2,155
+122
| +6% | +$44.3K | 0.13% | 131 |
|
|
2024
Q3 | $795K | Buy |
2,033
+50
| +3% | +$19.6K | 0.13% | 127 |
|
|
2024
Q2 | $661K | Sell |
1,983
-12
| -0.6% | -$4K | 0.12% | 145 |
|
|
2024
Q1 | $731K | Buy |
1,995
+142
| +8% | +$52K | 0.13% | 129 |
|
|
2023
Q4 | $548K | Buy |
1,853
+144
| +8% | +$42.6K | 0.11% | 154 |
|
|
2023
Q3 | $467K | Buy |
1,709
+244
| +17% | +$66.6K | 0.09% | 146 |
|
|
2023
Q2 | $361K | Buy |
1,465
+208
| +17% | +$51.2K | 0.07% | 179 |
|
|
2023
Q1 | $288K | Sell |
1,257
-5
| -0.4% | -$1.15K | 0.06% | 189 |
|
|
2022
Q4 | $302K | Buy |
+1,262
| New | +$302K | 0.07% | 177 |
|
|
2022
Q2 | – | Sell |
-985
| Closed | -$219K | – | 227 |
|
|
2022
Q1 | $219K | Buy |
985
+11
| +1% | +$2.45K | 0.05% | 221 |
|
|
2021
Q4 | $201K | Buy |
+974
| New | +$201K | 0.05% | 202 |
|
|
2019
Q2 | – | Sell |
-698
| Closed | -$95K | – | 238 |
|
|
2019
Q1 | $95K | Buy |
698
+217
| +45% | +$29.5K | 0.03% | 171 |
|
|
2018
Q4 | $61K | Buy |
481
+285
| +145% | +$36.1K | 0.02% | 205 |
|
|
2018
Q3 | $29K | Hold |
196
| – | – | 0.01% | 317 |
|
|
2018
Q2 | $28K | Buy |
196
+31
| +19% | +$4.43K | 0.01% | 323 |
|
|
2018
Q1 | $24K | Sell |
165
-1,701
| -91% | -$247K | 0.01% | 339 |
|
|
2017
Q4 | $294K | Buy |
+1,866
| New | +$294K | 0.12% | 77 |
|