LFS
Legacy Financial Strategies’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Sell |
3,428
-465
| -12% | -$181K | 0.26% | 50 |
|
|
2025
Q1 | $1.28M | Sell |
3,893
-6,760
| -63% | -$2.23M | 0.28% | 47 |
|
|
2024
Q4 | $3.83M | Sell |
10,653
-182
| -2% | -$65.5K | 0.83% | 19 |
|
|
2024
Q3 | $4.24M | Buy |
10,835
+321
| +3% | +$126K | 0.94% | 19 |
|
|
2024
Q2 | $3.48M | Buy |
10,514
+828
| +9% | +$274K | 0.84% | 19 |
|
|
2024
Q1 | $3.55M | Sell |
9,686
-78
| -0.8% | -$28.6K | 0.91% | 16 |
|
|
2023
Q4 | $2.89M | Buy |
9,764
+28
| +0.3% | +$8.28K | 0.82% | 23 |
|
|
2023
Q3 | $2.29M | Buy |
9,736
+313
| +3% | +$73.5K | 0.73% | 32 |
|
|
2023
Q2 | $2.32M | Buy |
+9,423
| New | +$2.32M | 0.78% | 31 |
|
|
2021
Q1 | – | Sell |
-8,125
| Closed | -$1.48M | – | 64 |
|
|
2020
Q4 | $1.48M | Sell |
8,125
-4
| -0% | -$728 | 0.75% | 15 |
|
|
2020
Q3 | $1.21M | Buy |
+8,129
| New | +$1.21M | 0.7% | 20 |
|