LFGO
Legacy Financial Group (Oklahoma)’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $357K | Sell |
921
-210
| -19% | -$81.5K | 0.11% | 58 |
|
|
2025
Q1 | $373K | Buy |
1,131
+66
| +6% | +$21.8K | 0.12% | 58 |
|
|
2024
Q4 | $386K | Sell |
1,065
-18
| -2% | -$6.53K | 0.12% | 56 |
|
|
2024
Q3 | $407K | Buy |
1,083
+6
| +0.6% | +$2.26K | 0.14% | 51 |
|
|
2024
Q2 | $359K | Sell |
1,077
-4
| -0.4% | -$1.33K | 0.14% | 50 |
|
|
2024
Q1 | $396K | Buy |
1,081
+1
| +0.1% | +$366 | 0.16% | 46 |
|
|
2023
Q4 | $319K | Buy |
1,080
+2
| +0.2% | +$591 | 0.14% | 53 |
|
|
2023
Q3 | $294K | Hold |
1,078
| – | – | 0.15% | 54 |
|
|
2023
Q2 | $265K | Buy |
+1,078
| New | +$265K | 0.13% | 57 |
|
|
2023
Q1 | – | Sell |
-854
| Closed | -$205K | – | 65 |
|
|
2022
Q4 | $205K | Buy |
+854
| New | +$205K | 0.13% | 61 |
|