Western Financial Corp’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$4.85M Buy
2025
Q1
Sell
2024
Q4
$433K Buy
2024
Q3
$395K Buy
2024
Q2
$330K Sell
2024
Q1
$369K Buy
2023
Q4
$238K Buy