TLA
Tanglewood Legacy Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.82M | Hold |
4,685
| – | – | 0.75% | 22 |
|
|
2025
Q1 | $1.55M | Hold |
4,685
| – | – | 0.68% | 25 |
|
|
2024
Q4 | $1.7M | Hold |
4,685
| – | – | 0.73% | 22 |
|
|
2024
Q3 | $1.83M | Hold |
4,685
| – | – | 0.81% | 22 |
|
|
2024
Q2 | $1.56M | Sell |
4,685
-100
| -2% | -$33.3K | 0.74% | 22 |
|
|
2024
Q1 | $1.75M | Hold |
4,785
| – | – | 0.86% | 20 |
|
|
2023
Q4 | $1.41M | Hold |
4,785
| – | – | 0.77% | 20 |
|
|
2023
Q3 | $1.31M | Hold |
4,785
| – | – | 0.78% | 20 |
|
|
2023
Q2 | $1.18M | Hold |
4,785
| – | – | 0.68% | 23 |
|
|
2023
Q1 | $1.09M | Hold |
4,785
| – | – | 0.7% | 23 |
|
|
2022
Q4 | $1.15M | Buy |
+4,785
| New | +$1.15M | 0.81% | 21 |
|