WestHill Financial Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $588K | Hold |
|
|||||
|
2025
Q2 | $478K | Hold |
|
|||||
|
2025
Q1 | $406K | Sell |
|
|||||
|
2024
Q4 | $503K | Hold |
|
|||||
|
2024
Q3 | $542K | Hold |
|
|||||
|
2024
Q2 | $462K | Hold |
|
|||||
|
2024
Q1 | $508K | Sell |
|
|||||
|
2023
Q4 | $420K | Buy |
|
|||||
|
2023
Q3 | $385K | Hold |
|
|||||
|
2023
Q2 | $347K | Hold |
|
|||||
|
2023
Q1 | $323K | Sell |
|
|||||
|
2022
Q4 | $434K | Buy |
|
|||||
|
2022
Q3 | $232K | Buy |
|
|||||
|
2022
Q2 | $239K | Hold |
|
|||||
|
2022
Q1 | $298K | Hold |
|
|||||
|
2021
Q4 | $277K | Buy |
|
|||||
|
2021
Q3 | $256K | Buy |
|