LGF
LGT Group Foundation’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Sell |
3,266
-2,544
| -44% | -$988K | 0.02% | 190 |
|
|
2025
Q1 | $1.92M | Buy |
5,810
+160
| +3% | +$52.8K | 0.03% | 172 |
|
|
2024
Q4 | $2.05M | Hold |
5,650
| – | – | 0.03% | 168 |
|
|
2024
Q3 | $2.23M | Buy |
5,650
+125
| +2% | +$49.3K | 0.04% | 175 |
|
|
2024
Q2 | $1.84M | Sell |
5,525
-825
| -13% | -$275K | 0.03% | 182 |
|
|
2024
Q1 | $2.33M | Sell |
6,350
-500
| -7% | -$183K | 0.06% | 166 |
|
|
2023
Q4 | $2.03M | Buy |
6,850
+1,000
| +17% | +$297K | 0.04% | 179 |
|
|
2023
Q3 | $1.59M | Hold |
5,850
| – | – | 0.04% | 192 |
|
|
2023
Q2 | $1.44M | Sell |
5,850
-174
| -3% | -$42.8K | 0.03% | 210 |
|
|
2023
Q1 | $1.38M | Buy |
6,024
+344
| +6% | +$78.7K | 0.04% | 214 |
|
|
2022
Q4 | $1.36M | Sell |
5,680
-5,525
| -49% | -$1.32M | 0.04% | 211 |
|
|
2022
Q3 | $1.84M | Buy |
11,205
+2,235
| +25% | +$367K | 0.07% | 167 |
|
|
2022
Q2 | $1.6M | Sell |
8,970
-1,285
| -13% | -$230K | 0.05% | 191 |
|
|
2022
Q1 | $2.25M | Sell |
10,255
-2,650
| -21% | -$582K | 0.05% | 183 |
|
|
2021
Q4 | $2.67M | Buy |
+12,905
| New | +$2.67M | 0.07% | 166 |
|