Westshore Wealth’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 | $511K | Buy |
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|
2025
Q1 | $434K | Sell |
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|
2024
Q4 | $480K | Hold |
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|
2024
Q3 | $517K | Sell |
|
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|
2024
Q2 | $448K | Sell |
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|
2024
Q1 | $497K | Sell |
|
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|
2023
Q4 | $403K | Sell |
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|
2023
Q3 | $374K | Buy |
|
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|
2023
Q2 | $335K | Sell |
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|
2023
Q1 | $318K | Buy |
|
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|
2022
Q4 | $314K | Hold |
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|
2022
Q3 | $215K | Buy |
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|
2022
Q2 | $203K | Buy |
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|
2022
Q1 | $210K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.25M | Buy |
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|
2021
Q1 | $1.33M | Buy |
|