Western Financial Corp’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,194
| Closed | -$433K | – | 122 |
|
|
2024
Q4 | $433K | Buy |
1,194
+184
| +18% | +$66.7K | 0.24% | 94 |
|
|
2024
Q3 | $395K | Buy |
1,010
+19
| +2% | +$7.43K | 0.22% | 94 |
|
|
2024
Q2 | $330K | Sell |
991
-17
| -2% | -$5.66K | 0.2% | 94 |
|
|
2024
Q1 | $369K | Buy |
1,008
+205
| +26% | +$75.1K | 0.23% | 85 |
|
|
2023
Q4 | $238K | Buy |
+803
| New | +$238K | 0.16% | 107 |
|