LPAM
Lodestar Private Asset Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $327K | Hold |
842
| – | – | 0.04% | 177 |
|
|
2025
Q1 | $278K | Sell |
842
-25
| -3% | -$8.25K | 0.03% | 187 |
|
|
2024
Q4 | $315K | Sell |
867
-60
| -6% | -$21.8K | 0.04% | 171 |
|
|
2024
Q3 | $363K | Hold |
927
| – | – | 0.05% | 163 |
|
|
2024
Q2 | $309K | Hold |
927
| – | – | 0.04% | 168 |
|
|
2024
Q1 | $340K | Buy |
927
+97
| +12% | +$35.5K | 0.05% | 164 |
|
|
2023
Q4 | $245K | Buy |
830
+35
| +4% | +$10.3K | 0.04% | 184 |
|
|
2023
Q3 | $217K | Buy |
+795
| New | +$217K | 0.04% | 183 |
|