Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Caterpillar CAT Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$448K Sell
2025
Q1 		$390K Buy
2024
Q4 		$429K Buy
2024
Q3 		– Sell
2024
Q2 		$236K Hold
2024
Q1 		$259K Buy
2023
Q4 		– Sell
2023
Q3 		$261K Buy