WESCAP Management Group’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$621K	Hold	1,600	–	–	0.14%	73
2025 Q1	$528K	Sell	1,600 -1,100	-41%	-$363K	0.13%	75
2024 Q4	$979K	Buy	2,700 +1,100	+69%	+$399K	0.24%	63
2024 Q3	$626K	Hold	1,600	–	–	0.16%	66
2024 Q2	$533K	Hold	1,600	–	–	0.15%	69
2024 Q1	$586K	Hold	1,600	–	–	0.17%	67
2023 Q4	$473K	Hold	1,600	–	–	0.15%	71
2023 Q3	$437K	Hold	1,600	–	–	0.16%	72
2023 Q2	$394K	Hold	1,600	–	–	0.14%	73
2023 Q1	$366K	Hold	1,600	–	–	0.13%	77
2022 Q4	$383K	Hold	1,600	–	–	0.13%	77
2022 Q3	$262K	Hold	1,600	–	–	0.1%	83
2022 Q2	$286K	Hold	1,600	–	–	0.1%	86
2022 Q1	$356K	Hold	1,600	–	–	0.1%	82
2021 Q4	$330K	Hold	1,600	–	–	0.09%	82
2021 Q3	$307K	Hold	1,600	–	–	0.09%	80
2021 Q2	$348K	Hold	1,600	–	–	0.1%	73
2021 Q1	$370K	Hold	1,600	–	–	0.1%	69
2020 Q4	$291K	Sell	1,600 -1,000	-38%	-$182K	0.09%	74
2020 Q3	$387K	Hold	2,600	–	–	0.13%	68
2020 Q2	$328K	Hold	2,600	–	–	0.12%	73
2020 Q1	$301K	Sell	2,600 -400	-13%	-$46.3K	0.13%	72
2019 Q4	$443K	Hold	3,000	–	–	0.17%	57
2019 Q3	$378K	Hold	3,000	–	–	0.16%	60
2019 Q2	$408K	Hold	3,000	–	–	0.17%	64
2019 Q1	$406K	Sell	3,000 -600	-17%	-$81.2K	0.17%	64
2018 Q4	$457K	Hold	3,600	–	–	0.22%	61
2018 Q3	$548K	Hold	3,600	–	–	0.28%	52
2018 Q2	$488K	Hold	3,600	–	–	0.24%	55
2018 Q1	$530K	Hold	3,600	–	–	0.21%	58
2017 Q4	$567K	Buy	+3,600	New	+$567K	0.22%	59