Legacy Financial Group (Oklahoma)’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $489K | Buy |
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|
2025
Q2 | $357K | Sell |
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|
2025
Q1 | $373K | Buy |
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|
2024
Q4 | $386K | Sell |
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|
2024
Q3 | $407K | Buy |
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|
2024
Q2 | $359K | Sell |
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|
2024
Q1 | $396K | Buy |
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|
2023
Q4 | $319K | Buy |
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|
2023
Q3 | $294K | Hold |
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|
2023
Q2 | $265K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $205K | Buy |
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