LWAM
Legacy Wealth Asset Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Sell |
2,715
-40
| -1% | -$15.5K | 0.27% | 98 |
|
|
2025
Q1 | $909K | Sell |
2,755
-47
| -2% | -$15.5K | 0.25% | 101 |
|
|
2024
Q4 | $1.02M | Sell |
2,802
-138
| -5% | -$50.1K | 0.28% | 95 |
|
|
2024
Q3 | $1.15M | Sell |
2,940
-2
| -0.1% | -$782 | 0.31% | 88 |
|
|
2024
Q2 | $980K | Sell |
2,942
-33
| -1% | -$11K | 0.28% | 96 |
|
|
2024
Q1 | $1.09M | Sell |
2,975
-115
| -4% | -$42.1K | 0.3% | 88 |
|
|
2023
Q4 | $914K | Sell |
3,090
-12
| -0.4% | -$3.55K | 0.3% | 97 |
|
|
2023
Q3 | $847K | Sell |
3,102
-137
| -4% | -$37.4K | 0.31% | 98 |
|
|
2023
Q2 | $797K | Sell |
3,239
-23
| -0.7% | -$5.66K | 0.28% | 98 |
|
|
2023
Q1 | $746K | Sell |
3,262
-74
| -2% | -$16.9K | 0.27% | 117 |
|
|
2022
Q4 | $799K | Sell |
3,336
-50
| -1% | -$12K | 0.3% | 110 |
|
|
2022
Q3 | $556K | Sell |
3,386
-1,690
| -33% | -$278K | 0.24% | 144 |
|
|
2022
Q2 | $907K | Hold |
5,076
| – | – | 0.37% | 93 |
|
|
2022
Q1 | $1.13M | Buy |
5,076
+83
| +2% | +$18.5K | 0.4% | 73 |
|
|
2021
Q4 | $1.03M | Buy |
4,993
+127
| +3% | +$26.3K | 0.35% | 98 |
|
|
2021
Q3 | $934K | Buy |
4,866
+20
| +0.4% | +$3.84K | 0.43% | 75 |
|
|
2021
Q2 | $1.06M | Sell |
4,846
-129
| -3% | -$28.1K | 0.47% | 61 |
|
|
2021
Q1 | $1.15M | Buy |
4,975
+4
| +0.1% | +$928 | 0.53% | 37 |
|
|
2020
Q4 | $905K | Buy |
+4,971
| New | +$905K | 0.46% | 57 |
|