LWMI
CAT icon

Legacy Wealth Management (Idaho)’s Caterpillar CAT Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$22.9K Hold
59
– – 0.01% 225
2025
Q1 		$19.5K Hold
59
– – 0.01% 253
2024
Q4 		$21.5K Buy
+59
New +$21.5K 0.01% 207