LWP
Lumature Wealth Partners’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $292K | Sell |
1,186
-14
| -1% | -$3.45K | 0.17% | 111 |
|
|
2023
Q1 | $275K | Sell |
1,200
-32
| -3% | -$7.32K | 0.15% | 112 |
|
|
2022
Q4 | $295K | Sell |
1,232
-34
| -3% | -$8.15K | 0.16% | 102 |
|
|
2022
Q3 | $208K | Buy |
1,266
+72
| +6% | +$11.8K | 0.11% | 149 |
|
|
2022
Q2 | $213K | Buy |
1,194
+25
| +2% | +$4.46K | 0.09% | 161 |
|
|
2022
Q1 | $260K | Buy |
+1,169
| New | +$260K | 0.1% | 135 |
|