WFA
WestHill Financial Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $478K | Hold |
1,232
| – | – | 0.1% | 42 |
|
|
2025
Q1 | $406K | Sell |
1,232
-154
| -11% | -$50.8K | 0.09% | 48 |
|
|
2024
Q4 | $503K | Hold |
1,386
| – | – | 0.11% | 42 |
|
|
2024
Q3 | $542K | Hold |
1,386
| – | – | 0.12% | 41 |
|
|
2024
Q2 | $462K | Hold |
1,386
| – | – | 0.11% | 40 |
|
|
2024
Q1 | $508K | Sell |
1,386
-33
| -2% | -$12.1K | 0.12% | 37 |
|
|
2023
Q4 | $420K | Buy |
1,419
+8
| +0.6% | +$2.37K | 0.11% | 42 |
|
|
2023
Q3 | $385K | Hold |
1,411
| – | – | 0.11% | 43 |
|
|
2023
Q2 | $347K | Hold |
1,411
| – | – | 0.1% | 42 |
|
|
2023
Q1 | $323K | Sell |
1,411
-400
| -22% | -$91.5K | 0.1% | 41 |
|
|
2022
Q4 | $434K | Buy |
1,811
+400
| +28% | +$95.8K | 0.14% | 41 |
|
|
2022
Q3 | $232K | Buy |
1,411
+72
| +5% | +$11.8K | 0.08% | 50 |
|
|
2022
Q2 | $239K | Hold |
1,339
| – | – | 0.08% | 54 |
|
|
2022
Q1 | $298K | Hold |
1,339
| – | – | 0.09% | 50 |
|
|
2021
Q4 | $277K | Buy |
1,339
+7
| +0.5% | +$1.45K | 0.08% | 57 |
|
|
2021
Q3 | $256K | Buy |
+1,332
| New | +$256K | 0.08% | 51 |
|