Westover Capital 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
Q2 | $1.82M | Hold |
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|
2025
Q1 | $1.54M | Buy |
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|
2024
Q4 | $1.54M | Hold |
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|
2024
Q3 | $1.66M | Buy |
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|
2024
Q2 | $1.16M | Buy |
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|
2024
Q1 | $465K | Buy |
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|
2023
Q4 | $350K | Hold |
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|
2023
Q3 | $323K | Hold |
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|
2023
Q2 | $291K | Buy |
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|
2023
Q1 | $271K | Hold |
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|
2022
Q4 | $283K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $2.09M | Sell |
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|
2013
Q3 | $2.05M | Sell |
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|
2013
Q2 | $2.36M | Buy |
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