Westmount Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $713K | Buy |
1,838
+4
| +0.2% | +$1.55K | 0.2% | 98 |
|
|
2025
Q1 | $605K | Sell |
1,834
-751
| -29% | -$248K | 0.18% | 111 |
|
|
2024
Q4 | $938K | Buy |
2,585
+4
| +0.2% | +$1.45K | 0.28% | 69 |
|
|
2024
Q3 | $1.01M | Buy |
2,581
+4
| +0.2% | +$1.57K | 0.3% | 69 |
|
|
2024
Q2 | $848K | Buy |
2,577
+4
| +0.2% | +$1.32K | 0.28% | 75 |
|
|
2024
Q1 | $943K | Sell |
2,573
-50
| -2% | -$18.3K | 0.34% | 63 |
|
|
2023
Q4 | $776K | Sell |
2,623
-39
| -1% | -$11.5K | 0.32% | 72 |
|
|
2023
Q3 | $727K | Buy |
2,662
+30
| +1% | +$8.19K | 0.32% | 73 |
|
|
2023
Q2 | $648K | Sell |
2,632
-4
| -0.2% | -$984 | 0.28% | 77 |
|
|
2023
Q1 | $603K | Buy |
2,636
+757
| +40% | +$173K | 0.28% | 81 |
|
|
2022
Q4 | $450K | Buy |
+1,879
| New | +$450K | 0.23% | 99 |
|