WP
Waycross Partners’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Hold |
2,700
| – | – | 0.1% | 53 |
|
|
2025
Q1 | $890K | Hold |
2,700
| – | – | 0.1% | 48 |
|
|
2024
Q4 | $979K | Hold |
2,700
| – | – | 0.13% | 48 |
|
|
2024
Q3 | $1.06M | Hold |
2,700
| – | – | 0.15% | 49 |
|
|
2024
Q2 | $899K | Hold |
2,700
| – | – | 0.14% | 56 |
|
|
2024
Q1 | $989K | Hold |
2,700
| – | – | 0.17% | 55 |
|
|
2023
Q4 | $798K | Hold |
2,700
| – | – | 0.15% | 63 |
|
|
2023
Q3 | $737K | Hold |
2,700
| – | – | 0.16% | 65 |
|
|
2023
Q2 | $664K | Hold |
2,700
| – | – | 0.14% | 71 |
|
|
2023
Q1 | $618K | Hold |
2,700
| – | – | 0.18% | 69 |
|
|
2022
Q4 | $647K | Sell |
2,700
-10,643
| -80% | -$2.55M | 0.23% | 66 |
|
|
2022
Q3 | $2.19M | Sell |
13,343
-12,577
| -49% | -$2.06M | 1.47% | 25 |
|
|
2022
Q2 | $4.63M | Sell |
25,920
-37
| -0.1% | -$6.61K | 3.08% | 5 |
|
|
2022
Q1 | $5.78M | Buy |
25,957
+13,673
| +111% | +$3.05M | 3.37% | 6 |
|
|
2021
Q4 | $2.54M | Buy |
12,284
+402
| +3% | +$83.1K | 1.45% | 26 |
|
|
2021
Q3 | $2.28M | Sell |
11,882
-327
| -3% | -$62.8K | 1.44% | 25 |
|
|
2021
Q2 | $2.66M | Sell |
12,209
-818
| -6% | -$178K | 1.41% | 26 |
|
|
2021
Q1 | $3.02M | Sell |
13,027
-2,845
| -18% | -$660K | 1.68% | 22 |
|
|
2020
Q4 | $2.89M | Buy |
+15,872
| New | +$2.89M | 1.8% | 18 |
|