LFAS
Level Four Advisory Services’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.98M | Buy |
17,985
+426
| +2% | +$165K | 0.26% | 101 |
|
|
2025
Q1 | $5.79M | Buy |
17,559
+1,498
| +9% | +$494K | 0.24% | 122 |
|
|
2024
Q4 | $5.83M | Sell |
16,061
-242
| -1% | -$87.8K | 0.24% | 112 |
|
|
2024
Q3 | $6.13M | Sell |
16,303
-250
| -2% | -$94.1K | 0.26% | 108 |
|
|
2024
Q2 | $5.51M | Buy |
16,553
+7,679
| +87% | +$2.56M | 0.25% | 113 |
|
|
2024
Q1 | $2.62M | Hold |
8,874
| – | – | 0.14% | 170 |
|
|
2023
Q4 | $2.62M | Buy |
8,874
+913
| +11% | +$270K | 0.15% | 166 |
|
|
2023
Q3 | $2.17M | Sell |
7,961
-3,206
| -29% | -$875K | 0.14% | 173 |
|
|
2023
Q2 | $2.75M | Buy |
11,167
+4
| +0% | +$984 | 0.17% | 142 |
|
|
2023
Q1 | $2.55M | Sell |
11,163
-1,226
| -10% | -$281K | 0.17% | 148 |
|
|
2022
Q4 | $2.97M | Buy |
12,389
+4,477
| +57% | +$1.07M | 0.22% | 113 |
|
|
2022
Q3 | $1.3M | Sell |
7,912
-171
| -2% | -$28.1K | 0.13% | 178 |
|
|
2022
Q2 | $1.45M | Buy |
8,083
+17
| +0.2% | +$3.04K | 0.14% | 170 |
|
|
2022
Q1 | $1.8M | Sell |
8,066
-1,806
| -18% | -$402K | 0.14% | 162 |
|
|
2021
Q4 | $2.04M | Buy |
9,872
+2,730
| +38% | +$564K | 0.16% | 152 |
|
|
2021
Q3 | $1.37M | Sell |
7,142
-12,422
| -63% | -$2.38M | 0.14% | 156 |
|
|
2021
Q2 | $4.26M | Buy |
19,564
+323
| +2% | +$70.3K | 0.29% | 79 |
|
|
2021
Q1 | $4.46M | Sell |
19,241
-1,593
| -8% | -$369K | 0.35% | 67 |
|
|
2020
Q4 | $3.79M | Buy |
20,834
+7,506
| +56% | +$1.37M | 0.3% | 86 |
|
|
2020
Q3 | $1.99M | Sell |
13,328
-299
| -2% | -$44.6K | 0.15% | 145 |
|
|
2020
Q2 | $1.72M | Buy |
13,627
+2,123
| +18% | +$268K | 0.13% | 169 |
|
|
2020
Q1 | $1.34M | Sell |
11,504
-1,759
| -13% | -$204K | 0.16% | 156 |
|
|
2019
Q4 | $1.96M | Buy |
13,263
+374
| +3% | +$55.2K | 0.08% | 221 |
|
|
2019
Q3 | $1.63M | Buy |
12,889
+51
| +0.4% | +$6.44K | 0.17% | 141 |
|
|
2019
Q2 | $1.75M | Sell |
12,838
-617
| -5% | -$84.1K | 0.18% | 123 |
|
|
2019
Q1 | $1.82M | Buy |
13,455
+646
| +5% | +$87.5K | 0.2% | 113 |
|
|
2018
Q4 | $1.63M | Sell |
12,809
-1,649
| -11% | -$210K | 0.2% | 113 |
|
|
2018
Q3 | $2.21M | Sell |
14,458
-5,200
| -26% | -$793K | 0.24% | 94 |
|
|
2018
Q2 | $2.67M | Buy |
19,658
+953
| +5% | +$129K | 0.19% | 114 |
|
|
2018
Q1 | $2.76M | Buy |
18,705
+1,267
| +7% | +$187K | 0.21% | 99 |
|
|
2017
Q4 | $2.75M | Buy |
17,438
+2,822
| +19% | +$445K | 0.21% | 98 |
|
|
2017
Q3 | $1.82M | Buy |
14,616
+4,674
| +47% | +$583K | 0.16% | 123 |
|
|
2017
Q2 | $937K | Sell |
9,942
-86
| -0.9% | -$8.11K | 0.14% | 155 |
|
|
2017
Q1 | $945K | Sell |
10,028
-795
| -7% | -$74.9K | 0.1% | 213 |
|
|
2016
Q4 | $1M | Buy |
+10,823
| New | +$1M | 0.13% | 171 |
|