Legacy Trust’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-525
| Closed | -$205K | – | 161 |
|
|
2024
Q3 | $205K | Buy |
+525
| New | +$205K | 0.05% | 156 |
|
|
2024
Q1 | – | Sell |
-1,001
| Closed | -$296K | – | 152 |
|
|
2023
Q4 | $296K | Hold |
1,001
| – | – | 0.08% | 135 |
|
|
2023
Q3 | $273K | Hold |
1,001
| – | – | 0.08% | 136 |
|
|
2023
Q2 | $246K | Sell |
1,001
-53
| -5% | -$13K | 0.07% | 141 |
|
|
2023
Q1 | $241K | Hold |
1,054
| – | – | 0.07% | 146 |
|
|
2022
Q4 | $252K | Buy |
+1,054
| New | +$252K | 0.08% | 135 |
|