Legacy Wealth Asset Management’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 | $1.28M | Sell |
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|
2025
Q2 | $1.05M | Sell |
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|
2025
Q1 | $909K | Sell |
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|
2024
Q4 | $1.02M | Sell |
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|
2024
Q3 | $1.15M | Sell |
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|
2024
Q2 | $980K | Sell |
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|
2024
Q1 | $1.09M | Sell |
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|
2023
Q4 | $914K | Sell |
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|
2023
Q3 | $847K | Sell |
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|
2023
Q2 | $797K | Sell |
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|
2023
Q1 | $746K | Sell |
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|
2022
Q4 | $799K | Sell |
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|
2022
Q3 | $556K | Sell |
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|
2022
Q2 | $907K | Hold |
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|
2022
Q1 | $1.13M | Buy |
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|
2021
Q4 | $1.03M | Buy |
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|
2021
Q3 | $934K | Buy |
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|
2021
Q2 | $1.05M | Sell |
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|
2021
Q1 | $1.15M | Buy |
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|
2020
Q4 | $905K | Buy |
|