LFASL
Lugano Financial Advisors SA (LFA)’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $483K | Hold |
1,250
| – | – | 0.29% | 44 |
|
|
2025
Q1 | $412K | Hold |
1,250
| – | – | 0.28% | 46 |
|
|
2024
Q4 | $453K | Hold |
1,250
| – | – | 0.3% | 42 |
|
|
2024
Q3 | $489K | Hold |
1,250
| – | – | 0.33% | 41 |
|
|
2024
Q2 | $416K | Hold |
1,250
| – | – | 0.32% | 43 |
|
|
2024
Q1 | $458K | Buy |
1,250
+1,000
| +400% | +$366K | 0.33% | 45 |
|
|
2023
Q4 | $73.9K | Sell |
250
-750
| -75% | -$222K | 0.06% | 99 |
|
|
2023
Q3 | $273K | Sell |
1,000
-250
| -20% | -$68.3K | 0.23% | 45 |
|
|
2023
Q2 | $308K | Buy |
+1,250
| New | +$308K | 0.2% | 57 |
|