Westmount Partners’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
$883K Sell
2025
Q2
$713K Buy
2025
Q1
$605K Sell
2024
Q4
$938K Buy
2024
Q3
$1.01M Buy
2024
Q2
$848K Buy
2024
Q1
$943K Sell
2023
Q4
$776K Sell
2023
Q3
$727K Buy
2023
Q2
$648K Sell
2023
Q1
$603K Buy
2022
Q4
$450K Buy