Lion Street 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 | $1.13M | Sell |
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|
2025
Q1 | $970K | Sell |
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|
2024
Q4 | $1.07M | Sell |
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|
2024
Q3 | $1.17M | Sell |
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|
2024
Q2 | $1.01M | Sell |
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|
2024
Q1 | $915K | Hold |
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|
2023
Q4 | $915K | Sell |
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|
2023
Q3 | $852K | Sell |
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|
2023
Q2 | $730K | Buy |
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|
2023
Q1 | $682K | Buy |
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|
2022
Q4 | $598K | Buy |
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|
2022
Q3 | $475K | Sell |
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|
2022
Q2 | $599K | Buy |
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|
2022
Q1 | $653K | Hold |
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|
2021
Q4 | $605K | Sell |
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|
2021
Q3 | $561K | Buy |
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|
2021
Q2 | $43.5K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $9K | Buy |
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