LA
LexAurum Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Sell |
3,250
-1
| -0% | -$388 | 0.2% | 98 |
|
|
2025
Q1 | $1.07M | Buy |
3,251
+4
| +0.1% | +$1.32K | 0.21% | 103 |
|
|
2024
Q4 | $1.18M | Buy |
3,247
+12
| +0.4% | +$4.35K | 0.23% | 89 |
|
|
2024
Q3 | $1.27M | Sell |
3,235
-78
| -2% | -$30.5K | 0.28% | 77 |
|
|
2024
Q2 | $1.1M | Buy |
3,313
+29
| +0.9% | +$9.66K | 0.27% | 84 |
|
|
2024
Q1 | $1.2M | Sell |
3,284
-802
| -20% | -$294K | 0.3% | 69 |
|
|
2023
Q4 | $1.21M | Sell |
4,086
-693
| -15% | -$205K | 0.32% | 70 |
|
|
2023
Q3 | $1.3M | Buy |
4,779
+241
| +5% | +$65.8K | 0.38% | 55 |
|
|
2023
Q2 | $1.12M | Buy |
4,538
+723
| +19% | +$178K | 0.34% | 62 |
|
|
2023
Q1 | $873K | Sell |
3,815
-45
| -1% | -$10.3K | 0.29% | 76 |
|
|
2022
Q4 | $925K | Sell |
3,860
-193
| -5% | -$46.2K | 0.33% | 62 |
|
|
2022
Q3 | $665K | Sell |
4,053
-378
| -9% | -$62K | 0.26% | 84 |
|
|
2022
Q2 | $792K | Buy |
4,431
+10
| +0.2% | +$1.79K | 0.3% | 68 |
|
|
2022
Q1 | $985K | Buy |
4,421
+1,466
| +50% | +$327K | 0.32% | 67 |
|
|
2021
Q4 | $611K | Sell |
2,955
-164
| -5% | -$33.9K | 0.2% | 113 |
|
|
2021
Q3 | $599K | Buy |
3,119
+3
| +0.1% | +$576 | 0.18% | 143 |
|
|
2021
Q2 | $678K | Buy |
3,116
+149
| +5% | +$32.4K | 0.2% | 127 |
|
|
2021
Q1 | $688K | Buy |
2,967
+92
| +3% | +$21.3K | 0.24% | 101 |
|
|
2020
Q4 | $523K | Buy |
2,875
+419
| +17% | +$76.2K | 0.19% | 124 |
|
|
2020
Q3 | $366K | Buy |
2,456
+67
| +3% | +$9.99K | 0.15% | 143 |
|
|
2020
Q2 | $302K | Buy |
2,389
+337
| +16% | +$42.6K | 0.17% | 140 |
|
|
2020
Q1 | $238K | Buy |
2,052
+114
| +6% | +$13.2K | 0.17% | 140 |
|
|
2019
Q4 | $286K | Buy |
1,938
+176
| +10% | +$26K | 0.14% | 162 |
|
|
2019
Q3 | $223K | Buy |
1,762
+62
| +4% | +$7.85K | 0.13% | 167 |
|
|
2019
Q2 | $232K | Buy |
1,700
+77
| +5% | +$10.5K | 0.14% | 142 |
|
|
2019
Q1 | $220K | Buy |
1,623
+1
| +0.1% | +$136 | 0.15% | 147 |
|
|
2018
Q4 | $206K | Buy |
1,622
+76
| +5% | +$9.65K | 0.16% | 135 |
|
|
2018
Q3 | $236K | Buy |
+1,546
| New | +$236K | 0.17% | 125 |
|
|
2018
Q2 | – | Sell |
-1,379
| Closed | -$203K | – | 143 |
|
|
2018
Q1 | $203K | Sell |
1,379
-148
| -10% | -$21.8K | 0.17% | 133 |
|
|
2017
Q4 | $260K | Buy |
+1,527
| New | +$260K | 0.24% | 113 |
|