WPA
West Paces Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $570K | Hold |
1,467
| – | – | 0.12% | 83 |
|
|
2025
Q1 | $484K | Hold |
1,467
| – | – | 0.11% | 86 |
|
|
2024
Q4 | $532K | Sell |
1,467
-175
| -11% | -$63.5K | 0.13% | 76 |
|
|
2024
Q3 | $642K | Buy |
1,642
+1,398
| +573% | +$547K | 0.16% | 67 |
|
|
2024
Q2 | $81.3K | Sell |
244
-5
| -2% | -$1.67K | 0.02% | 186 |
|
|
2024
Q1 | $91.2K | Sell |
249
-15
| -6% | -$5.5K | 0.02% | 185 |
|
|
2023
Q4 | $78.1K | Buy |
264
+7
| +3% | +$2.07K | 0.02% | 188 |
|
|
2023
Q3 | $70.2K | Hold |
257
| – | – | 0.02% | 192 |
|
|
2023
Q2 | $63.2K | Hold |
257
| – | – | 0.02% | 204 |
|
|
2023
Q1 | $58.8K | Buy |
257
+39
| +18% | +$8.93K | 0.02% | 211 |
|
|
2022
Q4 | $52.2K | Hold |
218
| – | – | 0.02% | 215 |
|
|
2022
Q3 | $35.8K | Hold |
218
| – | – | 0.01% | 233 |
|
|
2022
Q2 | $39K | Hold |
218
| – | – | 0.01% | 233 |
|
|
2022
Q1 | $48.6K | Sell |
218
-25
| -10% | -$5.57K | 0.02% | 227 |
|
|
2021
Q4 | $50.2K | Buy |
243
+13
| +6% | +$2.69K | 0.02% | 234 |
|
|
2021
Q3 | $44.2K | Hold |
230
| – | – | 0.02% | 221 |
|
|
2021
Q2 | $50.1K | Buy |
230
+12
| +6% | +$2.61K | 0.02% | 200 |
|
|
2021
Q1 | $50.5K | Hold |
218
| – | – | 0.02% | 189 |
|
|
2020
Q4 | $39.7K | Hold |
218
| – | – | 0.02% | 201 |
|
|
2020
Q3 | $32.5K | Hold |
218
| – | – | 0.02% | 204 |
|
|
2020
Q2 | $27.6K | Hold |
218
| – | – | 0.01% | 221 |
|
|
2020
Q1 | $25.3K | Sell |
218
-40
| -16% | -$4.64K | 0.02% | 222 |
|
|
2019
Q4 | $38.1K | Hold |
258
| – | – | 0.02% | 215 |
|
|
2019
Q3 | $32.6K | Hold |
258
| – | – | 0.02% | 212 |
|
|
2019
Q2 | $35.2K | Hold |
258
| – | – | 0.02% | 195 |
|
|
2019
Q1 | $35K | Hold |
258
| – | – | 0.02% | 200 |
|
|
2018
Q4 | $32.8K | Hold |
258
| – | – | 0.03% | 206 |
|
|
2018
Q3 | $39.3K | Hold |
258
| – | – | 0.03% | 204 |
|
|
2018
Q2 | $35K | Hold |
258
| – | – | 0.03% | 206 |
|
|
2018
Q1 | $38K | Hold |
258
| – | – | 0.03% | 187 |
|
|
2017
Q4 | $40.7K | Hold |
258
| – | – | 0.03% | 196 |
|
|
2017
Q3 | $32.2K | Sell |
258
-45
| -15% | -$5.61K | 0.02% | 215 |
|
|
2017
Q2 | $32.6K | Hold |
303
| – | – | 0.03% | 213 |
|
|
2017
Q1 | $28.1K | Hold |
303
| – | – | 0.02% | 224 |
|
|
2016
Q4 | $28.1K | Buy |
+303
| New | +$28.1K | 0.03% | 228 |
|