LRI Investments’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Sell |
3,831
-10
| -0.3% | -$3.88K | 0.13% | 73 |
|
|
2025
Q1 | $1.27M | Hold |
3,841
| – | – | 0.12% | 80 |
|
|
2024
Q4 | $1.39M | Sell |
3,841
-10
| -0.3% | -$3.63K | 0.13% | 60 |
|
|
2024
Q3 | $1.49M | Buy |
3,851
+1,986
| +106% | +$769K | 0.14% | 58 |
|
|
2024
Q2 | $621K | Buy |
1,865
+14
| +0.8% | +$4.66K | 0.07% | 98 |
|
|
2024
Q1 | $678K | Buy |
+1,851
| New | +$678K | 0.17% | 59 |
|