Westend Capital Management’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-6	Closed	-$2.35K	–	229
2024 Q3	$2.35K	Hold	6	–	–	﹤0.01%	218
2024 Q2	$1.97K	Sell	6 -8	-57%	-$2.63K	﹤0.01%	211
2024 Q1	$5.13K	Buy	+14	New	+$5.13K	﹤0.01%	161