LI
LMCG Investments’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.4M | Sell |
26,756
-1,291
| -5% | -$501K | 0.65% | 47 |
|
|
2025
Q1 | $9.25M | Sell |
28,047
-3,131
| -10% | -$1.03M | 0.61% | 53 |
|
|
2024
Q4 | $11.3M | Sell |
31,178
-748
| -2% | -$271K | 0.69% | 47 |
|
|
2024
Q3 | $12.5M | Sell |
31,926
-950
| -3% | -$372K | 0.75% | 43 |
|
|
2024
Q2 | $11M | Buy |
32,876
+31
| +0.1% | +$10.3K | 0.64% | 56 |
|
|
2024
Q1 | $12M | Sell |
32,845
-388
| -1% | -$142K | 0.71% | 45 |
|
|
2023
Q4 | $9.83M | Buy |
33,233
+653
| +2% | +$193K | 0.61% | 58 |
|
|
2023
Q3 | $8.89M | Buy |
32,580
+548
| +2% | +$150K | 0.6% | 57 |
|
|
2023
Q2 | $7.88M | Buy |
32,032
+7,303
| +30% | +$1.8M | 0.51% | 70 |
|
|
2023
Q1 | $5.66M | Buy |
24,729
+3,343
| +16% | +$765K | 0.38% | 88 |
|
|
2022
Q4 | $5.12M | Buy |
+21,386
| New | +$5.12M | 0.36% | 88 |
|
|
2015
Q3 | $1.3M | Buy |
19,917
+272
| +1% | +$17.8K | 0.03% | 383 |
|
|
2015
Q2 | $1.67M | Buy |
+19,645
| New | +$1.67M | 0.04% | 373 |
|
|
2014
Q4 | – | Sell |
-14,857
| Closed | -$1.47M | – | 529 |
|
|
2014
Q3 | $1.47M | Buy |
14,857
+455
| +3% | +$45.1K | 0.03% | 368 |
|
|
2014
Q2 | $1.57M | Buy |
14,402
+1,035
| +8% | +$112K | 0.03% | 363 |
|
|
2014
Q1 | $1.33M | Buy |
13,367
+535
| +4% | +$53.2K | 0.03% | 363 |
|
|
2013
Q4 | $1.17M | Buy |
+12,832
| New | +$1.17M | 0.02% | 369 |
|
|
2013
Q3 | – | Sell |
-11,975
| Closed | -$988K | – | 469 |
|
|
2013
Q2 | $988K | Buy |
+11,975
| New | +$988K | 0.03% | 356 |
|