WCMN
Westchester Capital Management (Nebraska)’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.7M | Buy |
63,546
+111
| +0.2% | +$43.1K | 5.8% | 6 |
|
|
2025
Q1 | $20.9M | Buy |
63,435
+468
| +0.7% | +$154K | 5.2% | 7 |
|
|
2024
Q4 | $22.8M | Sell |
62,967
-1,962
| -3% | -$712K | 5.75% | 5 |
|
|
2024
Q3 | $25.4M | Sell |
64,929
-1,904
| -3% | -$745K | 6.17% | 4 |
|
|
2024
Q2 | $22.3M | Buy |
66,833
+49
| +0.1% | +$16.3K | 5.62% | 4 |
|
|
2024
Q1 | $24.5M | Sell |
66,784
-1,045
| -2% | -$383K | 6.14% | 4 |
|
|
2023
Q4 | $20.1M | Sell |
67,829
-65
| -0.1% | -$19.2K | 5.4% | 4 |
|
|
2023
Q3 | $18.5M | Sell |
67,894
-1,064
| -2% | -$290K | 5.31% | 4 |
|
|
2023
Q2 | $17M | Buy |
68,958
+281
| +0.4% | +$69.1K | 4.72% | 5 |
|
|
2023
Q1 | $15.7M | Sell |
68,677
-4,675
| -6% | -$1.07M | 4.52% | 7 |
|
|
2022
Q4 | $17.6M | Sell |
73,352
-4,808
| -6% | -$1.15M | 5.17% | 4 |
|
|
2022
Q3 | $12.8M | Buy |
78,160
+259
| +0.3% | +$42.5K | 4.14% | 9 |
|
|
2022
Q2 | $13.9M | Buy |
77,901
+1,996
| +3% | +$357K | 4.25% | 7 |
|
|
2022
Q1 | $16.9M | Sell |
75,905
-261
| -0.3% | -$58.2K | 4.36% | 5 |
|
|
2021
Q4 | $15.7M | Sell |
76,166
-658
| -0.9% | -$136K | 4.02% | 9 |
|
|
2021
Q3 | $14.7M | Buy |
76,824
+2,727
| +4% | +$524K | 4.11% | 8 |
|
|
2021
Q2 | $16.1M | Sell |
74,097
-1,200
| -2% | -$261K | 4.52% | 5 |
|
|
2021
Q1 | $17.5M | Sell |
75,297
-436
| -0.6% | -$101K | 5.06% | 3 |
|
|
2020
Q4 | $13.8M | Sell |
75,733
-1,431
| -2% | -$260K | 4.35% | 5 |
|
|
2020
Q3 | $11.5M | Sell |
77,164
-253
| -0.3% | -$37.7K | 4.08% | 10 |
|
|
2020
Q2 | $9.79M | Sell |
77,417
-1,736
| -2% | -$220K | 3.69% | 15 |
|
|
2020
Q1 | $9.19M | Sell |
79,153
-1,250
| -2% | -$145K | 4.11% | 12 |
|
|
2019
Q4 | $11.9M | Buy |
80,403
+886
| +1% | +$131K | 4.14% | 8 |
|
|
2019
Q3 | $10M | Buy |
79,517
+360
| +0.5% | +$45.5K | 3.94% | 13 |
|
|
2019
Q2 | $10.8M | Buy |
79,157
+1,947
| +3% | +$265K | 4.23% | 9 |
|
|
2019
Q1 | $10.5M | Sell |
77,210
-215
| -0.3% | -$29.1K | 4.48% | 6 |
|
|
2018
Q4 | $9.84M | Sell |
77,425
-1,240
| -2% | -$158K | 4.57% | 7 |
|
|
2018
Q3 | $12M | Sell |
78,665
-20
| -0% | -$3.05K | 4.75% | 4 |
|
|
2018
Q2 | $10.7M | Sell |
78,685
-338
| -0.4% | -$45.9K | 4.54% | 6 |
|
|
2018
Q1 | $11.6M | Sell |
79,023
-1,072
| -1% | -$158K | 4.92% | 5 |
|
|
2017
Q4 | $12.6M | Sell |
80,095
-85
| -0.1% | -$13.4K | 5.19% | 3 |
|
|
2017
Q3 | $10M | Buy |
80,180
+25
| +0% | +$3.12K | 4.29% | 5 |
|
|
2017
Q2 | $8.61M | Sell |
80,155
-5,731
| -7% | -$616K | 3.93% | 12 |
|
|
2017
Q1 | $7.97M | Sell |
85,886
-922
| -1% | -$85.5K | 3.82% | 14 |
|
|
2016
Q4 | $8.05M | Sell |
86,808
-3,995
| -4% | -$371K | 4.02% | 13 |
|
|
2016
Q3 | $8.06M | Sell |
90,803
-6,025
| -6% | -$535K | 3.92% | 10 |
|
|
2016
Q2 | $7.34M | Buy |
96,828
+250
| +0.3% | +$19K | 3.25% | 21 |
|
|
2016
Q1 | $7.39M | Buy |
96,578
+1,769
| +2% | +$135K | 3.33% | 19 |
|
|
2015
Q4 | $6.44M | Sell |
94,809
-255
| -0.3% | -$17.3K | 3.18% | 19 |
|
|
2015
Q3 | $6.21M | Buy |
95,064
+150
| +0.2% | +$9.8K | 3.33% | 19 |
|
|
2015
Q2 | $8.05M | Buy |
94,914
+263
| +0.3% | +$22.3K | 3.84% | 12 |
|
|
2015
Q1 | $7.58M | Buy |
94,651
+1,320
| +1% | +$106K | 3.74% | 15 |
|
|
2014
Q4 | $8.54M | Buy |
93,331
+1,125
| +1% | +$103K | 4.1% | 9 |
|
|
2014
Q3 | $9.13M | Sell |
92,206
-3,315
| -3% | -$328K | 4.32% | 5 |
|
|
2014
Q2 | $10.4M | Sell |
95,521
-420
| -0.4% | -$45.6K | 4.89% | 1 |
|
|
2014
Q1 | $9.53M | Sell |
95,941
-575
| -0.6% | -$57.1K | 4.79% | 1 |
|
|
2013
Q4 | $8.77M | Buy |
96,516
+16,814
| +21% | +$1.53M | 4.71% | 1 |
|
|
2013
Q3 | $6.65M | Sell |
79,702
-510
| -0.6% | -$42.5K | 4.12% | 5 |
|
|
2013
Q2 | $6.62M | Buy |
+80,212
| New | +$6.62M | 4.19% | 7 |
|