West Paces Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $570K | Hold |
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|
2025
Q1 | $484K | Hold |
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|
2024
Q4 | $532K | Sell |
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|
2024
Q3 | $642K | Buy |
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|
2024
Q2 | $81.3K | Sell |
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|
2024
Q1 | $91.2K | Sell |
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|
2023
Q4 | $78.1K | Buy |
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|
2023
Q3 | $70.2K | Hold |
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|
2023
Q2 | $63.2K | Hold |
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|
2023
Q1 | $58.8K | Buy |
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|
2022
Q4 | $52.2K | Hold |
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|
2022
Q3 | $35.8K | Hold |
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|
2022
Q2 | $39K | Hold |
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|
2022
Q1 | $48.6K | Sell |
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|
2021
Q4 | $50.2K | Buy |
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|
2021
Q3 | $44.2K | Hold |
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|
2021
Q2 | $50.1K | Buy |
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|
2021
Q1 | $50.5K | Hold |
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|
2020
Q4 | $39.7K | Hold |
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|
2020
Q3 | $32.5K | Hold |
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|
2020
Q2 | $27.6K | Hold |
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|
2020
Q1 | $25.3K | Sell |
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|
2019
Q4 | $38.1K | Hold |
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|
2019
Q3 | $32.6K | Hold |
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|
2019
Q2 | $35.2K | Hold |
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|
2019
Q1 | $35K | Hold |
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|
2018
Q4 | $32.8K | Hold |
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|
2018
Q3 | $39.3K | Hold |
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|
2018
Q2 | $35K | Hold |
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|
2018
Q1 | $38K | Hold |
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|
2017
Q4 | $40.7K | Hold |
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|
2017
Q3 | $32.2K | Sell |
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|
2017
Q2 | $32.6K | Hold |
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|
2017
Q1 | $28.1K | Hold |
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|
2016
Q4 | $28.1K | Buy |
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