LA
LM Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,163
| Closed | -$384K | – | 199 |
|
|
2025
Q1 | $384K | Sell |
1,163
-123
| -10% | -$40.6K | 0.07% | 171 |
|
|
2024
Q4 | $467K | Buy |
+1,286
| New | +$467K | 0.08% | 139 |
|
|
2024
Q1 | – | Sell |
-461
| Closed | -$136K | – | 287 |
|
|
2023
Q4 | $136K | Buy |
+461
| New | +$136K | 0.03% | 223 |
|