West Family Investments’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $839K | Buy |
2,162
+500
| +30% | +$194K | 0.22% | 96 |
|
|
2025
Q1 | $548K | Sell |
1,662
-18
| -1% | -$5.94K | 0.21% | 96 |
|
|
2024
Q4 | $609K | Sell |
1,680
-21
| -1% | -$7.62K | 0.21% | 92 |
|
|
2024
Q3 | $665K | Buy |
1,701
+162
| +11% | +$63.4K | 0.23% | 89 |
|
|
2024
Q2 | $513K | Hold |
1,539
| – | – | 0.15% | 107 |
|
|
2024
Q1 | $564K | Hold |
1,539
| – | – | 0.18% | 104 |
|
|
2023
Q4 | $455K | Hold |
1,539
| – | – | 0.15% | 101 |
|
|
2023
Q3 | $420K | Hold |
1,539
| – | – | 0.15% | 109 |
|
|
2023
Q2 | $379K | Buy |
+1,539
| New | +$379K | 0.15% | 125 |
|
|
2023
Q1 | – | Sell |
-1,539
| Closed | -$369K | – | 217 |
|
|
2022
Q4 | $369K | Buy |
1,539
+21
| +1% | +$5.03K | 0.13% | 133 |
|
|
2022
Q3 | $249K | Buy |
1,518
+253
| +20% | +$41.5K | 0.1% | 173 |
|
|
2022
Q2 | $226K | Buy |
1,265
+159
| +14% | +$28.4K | 0.09% | 197 |
|
|
2022
Q1 | $246K | Sell |
1,106
-217
| -16% | -$48.3K | 0.07% | 225 |
|
|
2021
Q4 | $274K | Buy |
+1,323
| New | +$274K | 0.07% | 222 |
|
|
2021
Q3 | – | Sell |
-1,787
| Closed | -$389K | – | 341 |
|
|
2021
Q2 | $389K | Buy |
+1,787
| New | +$389K | 0.11% | 174 |
|