LM Advisors’s Caterpillar CAT Stock Holding History

LM Advisors’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$384K	Sell
2024 Q4	$467K	Buy
2024 Q1	–	Sell
2023 Q4	$136K	Buy