LWM
LJI Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $437K | Sell |
1,125
-15
| -1% | -$5.82K | 0.08% | 106 |
|
|
2025
Q1 | $376K | Sell |
1,140
-5
| -0.4% | -$1.65K | 0.07% | 112 |
|
|
2024
Q4 | $415K | Hold |
1,145
| – | – | 0.08% | 106 |
|
|
2024
Q3 | $448K | Hold |
1,145
| – | – | 0.09% | 114 |
|
|
2024
Q2 | $381K | Hold |
1,145
| – | – | 0.08% | 123 |
|
|
2024
Q1 | $420K | Buy |
1,145
+20
| +2% | +$7.33K | 0.11% | 92 |
|
|
2023
Q4 | $333K | Sell |
1,125
-40
| -3% | -$11.8K | 0.09% | 128 |
|
|
2023
Q3 | $318K | Sell |
1,165
-17,846
| -94% | -$4.87M | 0.09% | 118 |
|
|
2023
Q2 | $276K | Buy |
19,011
+17,889
| +1,594% | +$260K | 0.08% | 127 |
|
|
2023
Q1 | $257K | Hold |
1,122
| – | – | 0.08% | 126 |
|
|
2022
Q4 | $269K | Buy |
+1,122
| New | +$269K | 0.09% | 108 |
|