Lugano Financial Advisors SA (LFA)’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $714K | Hold |
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|
2025
Q3 | $595K | Hold |
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|
2025
Q2 | $483K | Hold |
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|
2025
Q1 | $412K | Hold |
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|
2024
Q4 | $453K | Hold |
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|
2024
Q3 | $489K | Hold |
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|
2024
Q2 | $416K | Hold |
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|
2024
Q1 | $458K | Buy |
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|
2023
Q4 | $73.9K | Sell |
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|
2023
Q3 | $273K | Sell |
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|
2023
Q2 | $308K | Buy |
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