LWA

Lowe Wealth Advisors’s Caterpillar CAT Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$29.5K	Hold	76	–	–	0.01%	177
2025 Q1	$25.1K	Sell	76 -16	-17%	-$5.28K	0.01%	178
2024 Q4	$33.4K	Buy	92 +16	+21%	+$5.8K	0.01%	153
2024 Q3	$29.7K	Hold	76	–	–	0.01%	153
2024 Q2	$25.3K	Hold	76	–	–	0.01%	157
2024 Q1	$27.8K	Hold	76	–	–	0.01%	144
2023 Q4	$22.5K	Hold	76	–	–	0.01%	153
2023 Q3	$20.7K	Hold	76	–	–	0.01%	150
2023 Q2	$18.7K	Hold	76	–	–	0.01%	163
2023 Q1	$17.4K	Hold	76	–	–	0.01%	162
2022 Q4	$18.2K	Hold	76	–	–	0.01%	160
2022 Q3	$12K	Hold	76	–	–	0.01%	184
2022 Q2	$14K	Hold	76	–	–	0.01%	160
2022 Q1	$17K	Hold	76	–	–	0.01%	159
2021 Q4	$16K	Hold	76	–	–	0.01%	163
2021 Q3	$15K	Hold	76	–	–	0.01%	158
2021 Q2	$17K	Hold	76	–	–	0.01%	146
2021 Q1	$18K	Buy	76 +22	+41%	+$5.21K	0.01%	138
2020 Q4	$10K	Hold	54	–	–	0.01%	171
2020 Q3	$8K	Hold	54	–	–	﹤0.01%	172
2020 Q2	$7K	Hold	54	–	–	﹤0.01%	174
2020 Q1	$6K	Hold	54	–	–	﹤0.01%	177
2019 Q4	$8K	Hold	54	–	–	﹤0.01%	178
2019 Q3	$7K	Hold	54	–	–	﹤0.01%	173
2019 Q2	$7K	Hold	54	–	–	﹤0.01%	187
2019 Q1	$7K	Hold	54	–	–	﹤0.01%	162
2018 Q4	$7K	Hold	54	–	–	﹤0.01%	156
2018 Q3	$8K	Hold	54	–	–	﹤0.01%	158
2018 Q2	$7K	Hold	54	–	–	﹤0.01%	158
2018 Q1	$8K	Hold	54	–	–	0.01%	160
2017 Q4	$9K	Hold	54	–	–	0.01%	162
2017 Q3	$7K	Hold	54	–	–	﹤0.01%	164
2017 Q2	$6K	Hold	54	–	–	﹤0.01%	149
2017 Q1	$5K	Sell	54 -50	-48%	-$4.63K	﹤0.01%	151
2016 Q4	$10K	Buy	104 +50	+93%	+$4.81K	0.01%	131
2016 Q3	$5K	Hold	54	–	–	﹤0.01%	155
2016 Q2	$4K	Hold	54	–	–	﹤0.01%	157
2016 Q1	$4K	Hold	54	–	–	﹤0.01%	155
2015 Q4	$4K	Hold	54	–	–	﹤0.01%	165
2015 Q3	$4K	Buy	+54	New	+$4K	﹤0.01%	165