LMG Wealth Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.99M | Buy |
10,283
+324
| +3% | +$126K | 0.82% | 42 |
|
|
2025
Q1 | $3.28M | Buy |
9,959
+67
| +0.7% | +$22.1K | 0.73% | 43 |
|
|
2024
Q4 | $3.59M | Buy |
9,892
+68
| +0.7% | +$24.7K | 0.78% | 42 |
|
|
2024
Q3 | $3.84M | Buy |
9,824
+196
| +2% | +$76.7K | 0.88% | 40 |
|
|
2024
Q2 | $3.21M | Buy |
9,628
+233
| +2% | +$77.6K | 0.8% | 38 |
|
|
2024
Q1 | $3.44M | Buy |
9,395
+357
| +4% | +$131K | 0.87% | 38 |
|
|
2023
Q4 | $2.67M | Buy |
9,038
+162
| +2% | +$47.9K | 0.74% | 40 |
|
|
2023
Q3 | $2.42M | Buy |
8,876
+196
| +2% | +$53.5K | 0.74% | 43 |
|
|
2023
Q2 | $2.14M | Buy |
8,680
+187
| +2% | +$46K | 0.65% | 45 |
|
|
2023
Q1 | $1.94M | Buy |
8,493
+332
| +4% | +$76K | 0.63% | 46 |
|
|
2022
Q4 | $2.09M | Buy |
+8,161
| New | +$2.09M | 0.69% | 45 |
|