West Michigan Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $984K | Buy |
2,534
+263
| +12% | +$102K | 0.28% | 69 |
|
|
2025
Q1 | $749K | Sell |
2,271
-59
| -3% | -$19.5K | 0.25% | 73 |
|
|
2024
Q4 | $845K | Buy |
2,330
+320
| +16% | +$116K | 0.26% | 71 |
|
|
2024
Q3 | $786K | Buy |
2,010
+436
| +28% | +$171K | 0.24% | 75 |
|
|
2024
Q2 | $524K | Sell |
1,574
-66
| -4% | -$22K | 0.17% | 95 |
|
|
2024
Q1 | $601K | Buy |
1,640
+121
| +8% | +$44.3K | 0.2% | 82 |
|
|
2023
Q4 | $449K | Buy |
1,519
+669
| +79% | +$198K | 0.17% | 85 |
|
|
2023
Q3 | $232K | Sell |
850
-15
| -2% | -$4.1K | 0.12% | 129 |
|
|
2023
Q2 | $213K | Buy |
+865
| New | +$213K | 0.09% | 205 |
|
|
2023
Q1 | – | Sell |
-852
| Closed | -$204K | – | 158 |
|
|
2022
Q4 | $204K | Buy |
+852
| New | +$204K | 0.15% | 110 |
|
|
2022
Q3 | – | Sell |
-2,042
| Closed | -$281K | – | 115 |
|
|
2022
Q2 | $281K | Buy |
2,042
+978
| +92% | +$135K | 0.24% | 83 |
|
|
2022
Q1 | $237K | Sell |
1,064
-179
| -14% | -$39.9K | 0.16% | 107 |
|
|
2021
Q4 | $257K | Buy |
+1,243
| New | +$257K | 0.19% | 101 |
|