LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Sell |
2,775
-72
| -3% | -$28K | 0.01% | 154 |
|
|
2025
Q1 | $842K | Sell |
2,847
-7
| -0.2% | -$2.07K | 0.01% | 164 |
|
|
2024
Q4 | $1.13M | Sell |
2,854
-6
| -0.2% | -$2.37K | 0.01% | 157 |
|
|
2024
Q3 | $1.11M | Buy |
2,860
+390
| +16% | +$151K | 0.01% | 157 |
|
|
2024
Q2 | $891K | Buy |
2,470
+1,400
| +131% | +$505K | 0.01% | 160 |
|
|
2024
Q1 | $383K | Buy |
1,070
+7
| +0.7% | +$2.5K | ﹤0.01% | 219 |
|
|
2023
Q4 | $319K | Buy |
1,063
+88
| +9% | +$26.4K | ﹤0.01% | 232 |
|
|
2023
Q3 | $233K | Hold |
975
| – | – | ﹤0.01% | 266 |
|
|
2023
Q2 | $240K | Buy |
975
+243
| +33% | +$59.8K | ﹤0.01% | 279 |
|
|
2023
Q1 | $168K | Sell |
732
-128
| -15% | -$29.3K | ﹤0.01% | 290 |
|
|
2022
Q4 | $206K | Hold |
860
| – | – | ﹤0.01% | 281 |
|
|
2022
Q3 | $141K | Sell |
860
-776
| -47% | -$127K | ﹤0.01% | 313 |
|
|
2022
Q2 | $292K | Buy |
1,636
+113
| +7% | +$20.2K | ﹤0.01% | 251 |
|
|
2022
Q1 | $339K | Buy |
1,523
+587
| +63% | +$131K | ﹤0.01% | 242 |
|
|
2021
Q4 | $194K | Hold |
936
| – | – | ﹤0.01% | 316 |
|
|
2021
Q3 | $180K | Hold |
936
| – | – | ﹤0.01% | 324 |
|
|
2021
Q2 | $204K | Hold |
936
| – | – | ﹤0.01% | 315 |
|
|
2021
Q1 | $217K | Sell |
936
-824
| -47% | -$191K | ﹤0.01% | 285 |
|
|
2020
Q4 | $320K | Sell |
1,760
-370
| -17% | -$67.3K | ﹤0.01% | 246 |
|
|
2020
Q3 | $318K | Sell |
2,130
-985
| -32% | -$147K | ﹤0.01% | 225 |
|
|
2020
Q2 | $394K | Sell |
3,115
-712
| -19% | -$90.1K | 0.01% | 197 |
|
|
2020
Q1 | $444K | Buy |
3,827
+12
| +0.3% | +$1.39K | 0.01% | 183 |
|
|
2019
Q4 | $563K | Sell |
3,815
-1,355
| -26% | -$200K | 0.01% | 191 |
|
|
2019
Q3 | $653K | Buy |
5,170
+4,155
| +409% | +$525K | 0.01% | 184 |
|
|
2019
Q2 | $138K | Sell |
1,015
-8
| -0.8% | -$1.09K | ﹤0.01% | 298 |
|
|
2019
Q1 | $139K | Buy |
1,023
+45
| +5% | +$6.11K | ﹤0.01% | 290 |
|
|
2018
Q4 | $124K | Hold |
978
| – | – | ﹤0.01% | 298 |
|
|
2018
Q3 | $149K | Hold |
978
| – | – | ﹤0.01% | 291 |
|
|
2018
Q2 | $133K | Hold |
978
| – | – | ﹤0.01% | 320 |
|
|
2018
Q1 | $144K | Hold |
978
| – | – | ﹤0.01% | 312 |
|
|
2017
Q4 | $154K | Hold |
978
| – | – | ﹤0.01% | 307 |
|
|
2017
Q3 | $122K | Sell |
978
-32
| -3% | -$3.99K | ﹤0.01% | 336 |
|
|
2017
Q2 | $115K | Hold |
1,010
| – | – | ﹤0.01% | 340 |
|
|
2017
Q1 | $94K | Sell |
1,010
-600
| -37% | -$55.8K | ﹤0.01% | 357 |
|
|
2016
Q4 | $149K | Hold |
1,610
| – | – | ﹤0.01% | 299 |
|
|
2016
Q3 | $143K | Buy |
1,610
+600
| +59% | +$53.3K | ﹤0.01% | 300 |
|
|
2016
Q2 | $77K | Hold |
1,010
| – | – | ﹤0.01% | 348 |
|
|
2016
Q1 | $77K | Hold |
1,010
| – | – | ﹤0.01% | 337 |
|
|
2015
Q4 | $69K | Sell |
1,010
-744
| -42% | -$50.8K | ﹤0.01% | 375 |
|
|
2015
Q3 | $149K | Hold |
1,754
| – | – | ﹤0.01% | 309 |
|
|
2015
Q2 | $149K | Sell |
1,754
-10
| -0.6% | -$849 | ﹤0.01% | 309 |
|
|
2015
Q1 | $141K | Hold |
1,764
| – | – | ﹤0.01% | 324 |
|
|
2014
Q4 | $161K | Buy |
1,764
+744
| +73% | +$67.9K | ﹤0.01% | 306 |
|
|
2014
Q3 | $101K | Hold |
1,020
| – | – | ﹤0.01% | 342 |
|
|
2014
Q2 | $111K | Sell |
1,020
-100
| -9% | -$10.9K | ﹤0.01% | 345 |
|
|
2014
Q1 | $111K | Hold |
1,120
| – | – | ﹤0.01% | 328 |
|
|
2013
Q4 | $102K | Buy |
1,120
+100
| +10% | +$9.11K | ﹤0.01% | 331 |
|
|
2013
Q3 | $85K | Hold |
1,020
| – | – | ﹤0.01% | 325 |
|
|
2013
Q2 | $84K | Buy |
+1,020
| New | +$84K | ﹤0.01% | 337 |
|