Legacy Financial Group (Iowa)’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $448K | Sell |
1,154
-29
| -2% | -$11.3K | 0.06% | 80 |
|
|
2025
Q1 | $390K | Buy |
1,183
+1
| +0.1% | +$330 | 0.06% | 82 |
|
|
2024
Q4 | $429K | Buy |
+1,182
| New | +$429K | 0.07% | 78 |
|
|
2024
Q3 | – | Sell |
-707
| Closed | -$236K | – | 62 |
|
|
2024
Q2 | $236K | Hold |
707
| – | – | 0.05% | 94 |
|
|
2024
Q1 | $259K | Buy |
+707
| New | +$259K | 0.05% | 87 |
|
|
2023
Q4 | – | Sell |
-956
| Closed | -$261K | – | 98 |
|
|
2023
Q3 | $261K | Buy |
+956
| New | +$261K | 0.06% | 81 |
|