Lodestar Private Asset Management’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
$327K Hold
2025
Q1
$278K Sell
2024
Q4
$315K Sell
2024
Q3
$363K Hold
2024
Q2
$309K Hold
2024
Q1
$340K Buy
2023
Q4
$245K Buy
2023
Q3
$217K Buy