WP
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Westmount Partners’s Caterpillar CAT Stock Holding History

Westmount Partners’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.98M Buy
1,859
+4
+0.2% +$3.51K 0.43% 52
2026
Q1 		$1.31M Buy
1,855
+15
+0.8% +$10.4K 0.32% 67
2025
Q4 		$1.05M Buy
1,840
+3
+0.2% +$1.67K 0.26% 73
2025
Q3 		$883K Sell
1,837
-1
-0.1% -$427 0.23% 85
2025
Q2 		$713K Buy
1,838
+4
+0.2% +$1.33K 0.2% 98
2025
Q1 		$605K Sell
1,834
-751
-29% -$268K 0.18% 111
2024
Q4 		$938K Buy
2,585
+4
+0.2% +$1.55K 0.28% 69
2024
Q3 		$1.01M Buy
2,581
+4
+0.2% +$1.38K 0.3% 69
2024
Q2 		$848K Buy
2,577
+4
+0.2% +$1.39K 0.28% 75
2024
Q1 		$943K Sell
2,573
-50
-2% -$16K 0.34% 63
2023
Q4 		$776K Sell
2,623
-39
-1% -$10.1K 0.32% 72
2023
Q3 		$727K Buy
2,662
+30
+1% +$8.14K 0.32% 73
2023
Q2 		$648K Sell
2,632
-4
-0.2% -$892 0.28% 77
2023
Q1 		$603K Buy
2,636
+757
+40% +$183K 0.28% 81
2022
Q4 		$450K Buy
+1,879
New +$409K 0.23% 99

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