Lifeworks 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 | $4.48M | Buy |
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|
2025
Q1 | $3.5M | Buy |
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|
2024
Q4 | $3.4M | Buy |
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|
2024
Q3 | $3.23M | Buy |
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|
2024
Q2 | $2.66M | Buy |
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|
2024
Q1 | $2.47M | Buy |
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|
2023
Q4 | $1.78M | Buy |
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|
2023
Q3 | $1.61M | Sell |
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|
2023
Q2 | $1.45M | Buy |
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|
2023
Q1 | $1.23M | Sell |
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|
2022
Q4 | $1.72M | Buy |
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|
2022
Q3 | $1.53M | Buy |
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|
2022
Q2 | $1.23M | Buy |
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|
2022
Q1 | $1.09M | Buy |
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|
2021
Q4 | $565K | Buy |
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