Leisure Capital Management’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$574K Hold
1,478
0.22% 92
2025
Q1
$487K Hold
1,478
0.2% 96
2024
Q4
$536K Hold
1,478
0.21% 100
2024
Q3
$578K Buy
1,478
+67
+5% +$26.2K 0.25% 98
2024
Q2
$470K Buy
+1,411
New +$470K 0.22% 103