LexAurum Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Sell |
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|
2025
Q1 | $1.07M | Buy |
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|
2024
Q4 | $1.18M | Buy |
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|
2024
Q3 | $1.27M | Sell |
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|
2024
Q2 | $1.1M | Buy |
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|
2024
Q1 | $1.2M | Sell |
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|
2023
Q4 | $1.21M | Sell |
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|
2023
Q3 | $1.3M | Buy |
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|
2023
Q2 | $1.12M | Buy |
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|
2023
Q1 | $873K | Sell |
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|
2022
Q4 | $925K | Sell |
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|
2022
Q3 | $665K | Sell |
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|
2022
Q2 | $792K | Buy |
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|
2022
Q1 | $985K | Buy |
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|
2021
Q4 | $611K | Sell |
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|
2021
Q3 | $599K | Buy |
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|
2021
Q2 | $678K | Buy |
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|
2021
Q1 | $688K | Buy |
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|
2020
Q4 | $523K | Buy |
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|
2020
Q3 | $366K | Buy |
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|
2020
Q2 | $302K | Buy |
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|
2020
Q1 | $238K | Buy |
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|
2019
Q4 | $286K | Buy |
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|
2019
Q3 | $223K | Buy |
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|
2019
Q2 | $232K | Buy |
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|
2019
Q1 | $220K | Buy |
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|
2018
Q4 | $206K | Buy |
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|
2018
Q3 | $236K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $203K | Sell |
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|
2017
Q4 | $260K | Buy |
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