West Family Investments’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.13M | Buy |
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|
2025
Q2 | $839K | Buy |
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|
2025
Q1 | $548K | Sell |
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|
2024
Q4 | $609K | Sell |
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|
2024
Q3 | $665K | Buy |
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|
2024
Q2 | $513K | Hold |
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|
2024
Q1 | $564K | Hold |
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|
2023
Q4 | $455K | Hold |
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|
2023
Q3 | $420K | Hold |
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|
2023
Q2 | $379K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $369K | Buy |
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|
2022
Q3 | $249K | Buy |
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|
2022
Q2 | $226K | Buy |
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|
2022
Q1 | $246K | Sell |
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|
2021
Q4 | $274K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $389K | Buy |
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