Westshore Wealth’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $511K | Buy |
1,316
+1
| +0.1% | +$388 | 0.2% | 43 |
|
|
2025
Q1 | $434K | Sell |
1,315
-8
| -0.6% | -$2.64K | 0.18% | 51 |
|
|
2024
Q4 | $480K | Hold |
1,323
| – | – | 0.19% | 40 |
|
|
2024
Q3 | $517K | Sell |
1,323
-23
| -2% | -$8.99K | 0.21% | 37 |
|
|
2024
Q2 | $448K | Sell |
1,346
-9
| -0.7% | -$3K | 0.19% | 37 |
|
|
2024
Q1 | $497K | Sell |
1,355
-8
| -0.6% | -$2.93K | 0.21% | 37 |
|
|
2023
Q4 | $403K | Sell |
1,363
-8
| -0.6% | -$2.37K | 0.19% | 41 |
|
|
2023
Q3 | $374K | Buy |
1,371
+9
| +0.7% | +$2.46K | 0.21% | 39 |
|
|
2023
Q2 | $335K | Sell |
1,362
-27
| -2% | -$6.64K | 0.17% | 57 |
|
|
2023
Q1 | $318K | Buy |
1,389
+79
| +6% | +$18.1K | 0.17% | 65 |
|
|
2022
Q4 | $314K | Hold |
1,310
| – | – | 0.18% | 66 |
|
|
2022
Q3 | $215K | Buy |
1,310
+176
| +16% | +$28.9K | 0.15% | 85 |
|
|
2022
Q2 | $203K | Buy |
1,134
+192
| +20% | +$34.4K | 0.13% | 91 |
|
|
2022
Q1 | $210K | Buy |
+942
| New | +$210K | 0.14% | 88 |
|
|
2021
Q3 | – | Sell |
-5,734
| Closed | -$1.25M | – | 90 |
|
|
2021
Q2 | $1.25M | Buy |
5,734
+8
| +0.1% | +$1.74K | 0.64% | 28 |
|
|
2021
Q1 | $1.33M | Buy |
+5,726
| New | +$1.33M | 0.76% | 27 |
|