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Lindbrook Capital’s Caterpillar CAT Stock Holding History

Lindbrook Capital’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$1.3M Sell
3,937
-573
-13% -$189K 0.12% 106
2024
Q4 		$1.64M Buy
4,510
+106
+2% +$38.5K 0.15% 92
2024
Q3 		$1.72M Sell
4,404
-910
-17% -$356K 0.15% 90
2024
Q2 		$1.77M Sell
5,314
-422
-7% -$141K 0.17% 87
2024
Q1 		$2.1M Buy
5,736
+196
+4% +$71.8K 0.2% 76
2023
Q4 		$1.64M Sell
5,540
-124
-2% -$36.7K 0.16% 82
2023
Q3 		$1.55M Buy
5,664
+135
+2% +$36.9K 0.17% 81
2023
Q2 		$1.36M Buy
5,529
+897
+19% +$221K 0.14% 92
2023
Q1 		$1.06M Buy
4,632
+476
+11% +$109K 0.12% 106
2022
Q4 		$996K Buy
4,156
+297
+8% +$71.1K 0.12% 117
2022
Q3 		$633K Sell
3,859
-49
-1% -$8.04K 0.11% 113
2022
Q2 		$699K Buy
3,908
+258
+7% +$46.1K 0.12% 114
2022
Q1 		$813K Buy
3,650
+2,048
+128% +$456K 0.13% 108
2021
Q4 		$331K Buy
1,602
+853
+114% +$176K 0.05% 210
2021
Q3 		$144K Sell
749
-499
-40% -$95.9K 0.04% 208
2021
Q2 		$272K Buy
1,248
+6
+0.5% +$1.31K 0.06% 133
2021
Q1 		$288K Buy
1,242
+60
+5% +$13.9K 0.06% 121
2020
Q4 		$215K Buy
1,182
+6
+0.5% +$1.09K 0.05% 133
2020
Q3 		$175K Buy
1,176
+29
+3% +$4.32K 0.05% 137
2020
Q2 		$145K Sell
1,147
-130
-10% -$16.4K 0.04% 152
2020
Q1 		$146K Sell
1,277
-134
-9% -$15.3K 0.06% 132
2019
Q4 		$208K Hold
1,411
– – 0.07% 138
2019
Q3 		$178K Sell
1,411
-286
-17% -$36.1K 0.07% 148
2019
Q2 		$231K Buy
1,697
+523
+45% +$71.2K 0.09% 113
2019
Q1 		$159K Sell
1,174
-500
-30% -$67.7K 0.06% 158
2018
Q4 		$212K Buy
+1,674
New +$212K 0.1% 98