LGT Financial Advisors’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.55K Buy
+4
New +$1.55K ﹤0.01% 368
2024
Q3
Sell
-28
Closed -$9.33K 709
2024
Q2
$9.33K Buy
+28
New +$9.33K 0.02% 484