Lugano Financial Advisors SA (LFA)’s Caterpillar CAT Stock Holding History

Lugano Financial Advisors SA (LFA)’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$483K	Hold
2025 Q1	$412K	Hold
2024 Q4	$453K	Hold
2024 Q3	$489K	Hold
2024 Q2	$416K	Hold
2024 Q1	$458K	Buy
2023 Q4	$73.9K	Sell
2023 Q3	$273K	Sell
2023 Q2	$308K	Buy