LMCG Investments’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 | $10.4M | Sell |
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|
2025
Q1 | $9.25M | Sell |
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|
2024
Q4 | $11.3M | Sell |
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|
2024
Q3 | $12.5M | Sell |
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|
2024
Q2 | $11M | Buy |
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|
2024
Q1 | $12M | Sell |
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|
2023
Q4 | $9.83M | Buy |
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|
2023
Q3 | $8.89M | Buy |
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|
2023
Q2 | $7.88M | Buy |
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|
2023
Q1 | $5.66M | Buy |
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|
2022
Q4 | $5.12M | Buy |
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|
2015
Q3 | $1.3M | Buy |
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|
2015
Q2 | $1.67M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $1.47M | Buy |
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|
2014
Q2 | $1.56M | Buy |
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|
2014
Q1 | $1.33M | Buy |
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|
2013
Q4 | $1.17M | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $988K | Buy |
|