Westside Investment Management’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 | $305K | Buy |
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|
2025
Q1 | $241K | Sell |
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|
2024
Q4 | $272K | Hold |
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|
2024
Q3 | $275K | Hold |
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|
2024
Q2 | $250K | Hold |
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|
2024
Q1 | $274K | Sell |
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|
2023
Q4 | $233K | Hold |
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|
2023
Q3 | $215K | Buy |
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|
2023
Q2 | $175K | Hold |
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|
2023
Q1 | $162K | Hold |
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|
2022
Q4 | $71.8K | Hold |
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|
2022
Q3 | $49.3K | Hold |
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|
2022
Q2 | $66K | Hold |
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|
2022
Q1 | $66K | Hold |
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|
2021
Q4 | $58.4K | Buy |
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|
2021
Q3 | $58.4K | Buy |
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|
2021
Q2 | $65.4K | Sell |
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|
2021
Q1 | $139K | Sell |
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|
2020
Q4 | $109K | Buy |
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|
2020
Q3 | $89.6K | Sell |
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|
2020
Q2 | $76K | Buy |
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|
2020
Q1 | $162 | Buy |
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|
2019
Q2 | $169 | Buy |
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|
2018
Q4 | $167K | Buy |
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|
2018
Q3 | $195K | Buy |
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|
2018
Q2 | $71.8K | Buy |
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|
2018
Q1 | $75.7K | Buy |
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|
2017
Q4 | $64.3K | Hold |
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|
2017
Q3 | $49K | Buy |
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|
2017
Q2 | $20.1K | Buy |
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|
2017
Q1 | $9.42K | Buy |
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|
2016
Q4 | $7.1K | Buy |
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