RD Lewis Holdings’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.17M Sell
5,190
-34
-0.7% -$14.2K 2.19% 15
2025
Q1
$1.69M Buy
5,224
+20
+0.4% +$6.47K 1.91% 21
2024
Q4
$1.89M Buy
+5,204
New +$1.89M 2.08% 14