Western Wealth Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Sell |
4,166
-334
| -7% | -$130K | 0.1% | 200 |
|
|
2025
Q1 | $1.48M | Buy |
4,500
+124
| +3% | +$40.9K | 0.1% | 195 |
|
|
2024
Q4 | $1.59M | Sell |
4,376
-2,638
| -38% | -$957K | 0.1% | 178 |
|
|
2024
Q3 | $2.74M | Buy |
7,014
+2,713
| +63% | +$1.06M | 0.16% | 132 |
|
|
2024
Q2 | $1.43M | Buy |
4,301
+296
| +7% | +$98.6K | 0.11% | 168 |
|
|
2024
Q1 | $1.47M | Sell |
4,005
-2,621
| -40% | -$960K | 0.11% | 167 |
|
|
2023
Q4 | $1.96M | Sell |
6,626
-184
| -3% | -$54.4K | 0.14% | 154 |
|
|
2023
Q3 | $1.86M | Buy |
6,810
+8
| +0.1% | +$2.18K | 0.16% | 139 |
|
|
2023
Q2 | $1.67M | Buy |
6,802
+490
| +8% | +$121K | 0.14% | 157 |
|
|
2023
Q1 | $1.44M | Buy |
6,312
+235
| +4% | +$53.8K | 0.13% | 170 |
|
|
2022
Q4 | $1.46M | Sell |
6,077
-3,334
| -35% | -$799K | 0.15% | 167 |
|
|
2022
Q3 | $1.66M | Buy |
9,411
+695
| +8% | +$123K | 0.1% | 211 |
|
|
2022
Q2 | $1.56M | Sell |
8,716
-226
| -3% | -$40.3K | 0.09% | 225 |
|
|
2022
Q1 | $2M | Buy |
8,942
+5,261
| +143% | +$1.17M | 0.1% | 207 |
|
|
2021
Q4 | $763K | Buy |
+3,681
| New | +$763K | 0.08% | 246 |
|
|
2021
Q2 | $1.53M | Buy |
7,025
+3,464
| +97% | +$754K | 0.16% | 146 |
|
|
2021
Q1 | $826K | Buy |
3,561
+388
| +12% | +$90K | 0.11% | 189 |
|
|
2020
Q4 | $578K | Sell |
3,173
-544
| -15% | -$99.1K | 0.08% | 227 |
|
|
2020
Q3 | $555K | Sell |
3,717
-23
| -0.6% | -$3.43K | 0.09% | 217 |
|
|
2020
Q2 | $479K | Buy |
3,740
+410
| +12% | +$52.5K | 0.09% | 236 |
|
|
2020
Q1 | $391K | Buy |
3,330
+364
| +12% | +$42.7K | 0.09% | 222 |
|
|
2019
Q4 | $438K | Sell |
2,966
-1,179
| -28% | -$174K | 0.07% | 250 |
|
|
2019
Q3 | $522K | Buy |
4,145
+496
| +14% | +$62.5K | 0.11% | 207 |
|
|
2019
Q2 | $497K | Sell |
3,649
-1,443
| -28% | -$197K | 0.07% | 224 |
|
|
2019
Q1 | $693K | Sell |
5,092
-414
| -8% | -$56.3K | 0.15% | 154 |
|
|
2018
Q4 | $702K | Buy |
+5,506
| New | +$702K | 0.19% | 137 |
|