LVW Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $597K | Sell |
1,538
-608
| -28% | -$236K | 0.07% | 168 |
|
|
2025
Q1 | $708K | Sell |
2,146
-119
| -5% | -$39.2K | 0.08% | 136 |
|
|
2024
Q4 | $822K | Sell |
2,265
-349
| -13% | -$127K | 0.1% | 130 |
|
|
2024
Q3 | $1.02M | Sell |
2,614
-628
| -19% | -$246K | 0.13% | 110 |
|
|
2024
Q2 | $1.08M | Buy |
3,242
+555
| +21% | +$185K | 0.16% | 90 |
|
|
2024
Q1 | $985K | Buy |
2,687
+930
| +53% | +$341K | 0.17% | 93 |
|
|
2023
Q4 | $519K | Buy |
1,757
+204
| +13% | +$60.3K | 0.1% | 149 |
|
|
2023
Q3 | $424K | Buy |
1,553
+158
| +11% | +$43.1K | 0.09% | 143 |
|
|
2023
Q2 | $343K | Sell |
1,395
-302
| -18% | -$74.3K | 0.07% | 150 |
|
|
2023
Q1 | $388K | Buy |
1,697
+239
| +16% | +$54.7K | 0.08% | 160 |
|
|
2022
Q4 | $349K | Buy |
1,458
+42
| +3% | +$10.1K | 0.07% | 170 |
|
|
2022
Q3 | $232K | Buy |
1,416
+73
| +5% | +$12K | 0.05% | 193 |
|
|
2022
Q2 | $240K | Buy |
+1,343
| New | +$240K | 0.05% | 203 |
|
|
2021
Q3 | – | Sell |
-917
| Closed | -$200K | – | 240 |
|
|
2021
Q2 | $200K | Hold |
917
| – | – | 0.04% | 217 |
|
|
2021
Q1 | $213K | Buy |
+917
| New | +$213K | 0.04% | 201 |
|
|
2020
Q3 | – | Sell |
-1,989
| Closed | -$252K | – | 206 |
|
|
2020
Q2 | $252K | Sell |
1,989
-62
| -3% | -$7.86K | 0.06% | 160 |
|
|
2020
Q1 | $238K | Buy |
+2,051
| New | +$238K | 0.06% | 142 |
|
|
2019
Q4 | – | Sell |
-2,000
| Closed | -$253K | – | 185 |
|
|
2019
Q3 | $253K | Buy |
2,000
+444
| +29% | +$56.2K | 0.06% | 146 |
|
|
2019
Q2 | $212K | Buy |
+1,556
| New | +$212K | 0.06% | 153 |
|