WCA
Westover Capital Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.82M | Hold |
4,676
| – | – | 0.36% | 63 |
|
|
2025
Q1 | $1.54M | Buy |
4,676
+430
| +10% | +$142K | 0.34% | 66 |
|
|
2024
Q4 | $1.54M | Hold |
4,246
| – | – | 0.34% | 72 |
|
|
2024
Q3 | $1.66M | Buy |
4,246
+775
| +22% | +$303K | 0.32% | 71 |
|
|
2024
Q2 | $1.16M | Buy |
3,471
+2,202
| +174% | +$733K | 0.3% | 84 |
|
|
2024
Q1 | $465K | Buy |
1,269
+85
| +7% | +$31.1K | 0.14% | 117 |
|
|
2023
Q4 | $350K | Hold |
1,184
| – | – | 0.11% | 126 |
|
|
2023
Q3 | $323K | Hold |
1,184
| – | – | 0.12% | 133 |
|
|
2023
Q2 | $291K | Buy |
1,184
+1
| +0.1% | +$246 | 0.1% | 144 |
|
|
2023
Q1 | $271K | Hold |
1,183
| – | – | 0.1% | 138 |
|
|
2022
Q4 | $283K | Buy |
+1,183
| New | +$283K | 0.11% | 126 |
|
|
2014
Q1 | – | Sell |
-23,043
| Closed | -$2.09M | – | 82 |
|
|
2013
Q4 | $2.09M | Sell |
23,043
-1,572
| -6% | -$143K | 2% | 20 |
|
|
2013
Q3 | $2.05M | Sell |
24,615
-4,031
| -14% | -$336K | 2.13% | 18 |
|
|
2013
Q2 | $2.36M | Buy |
+28,646
| New | +$2.36M | 2.32% | 17 |
|