Leo Wealth LLC’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $504K | Buy |
+1,299
| New | +$504K | 0.04% | 229 |
|
|
2025
Q1 | – | Sell |
-1,293
| Closed | -$469K | – | 288 |
|
|
2024
Q4 | $469K | Sell |
1,293
-97
| -7% | -$35.2K | 0.04% | 241 |
|
|
2024
Q3 | $544K | Sell |
1,390
-223
| -14% | -$87.2K | 0.05% | 212 |
|
|
2024
Q2 | $532K | Sell |
1,613
-2,056
| -56% | -$678K | 0.05% | 211 |
|
|
2024
Q1 | $1.34M | Buy |
3,669
+23
| +0.6% | +$8.37K | 0.14% | 119 |
|
|
2023
Q4 | $1.21M | Buy |
+3,646
| New | +$1.21M | 0.13% | 124 |
|