WIM
Westside Investment Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Buy |
782
+53
| +7% | +$20.7K | 0.06% | 211 |
|
|
2025
Q1 | $241K | Sell |
729
-20
| -3% | -$6.61K | 0.05% | 214 |
|
|
2024
Q4 | $272K | Hold |
749
| – | – | 0.06% | 198 |
|
|
2024
Q3 | $275K | Hold |
749
| – | – | 0.06% | 196 |
|
|
2024
Q2 | $250K | Hold |
749
| – | – | 0.06% | 204 |
|
|
2024
Q1 | $274K | Sell |
749
-40
| -5% | -$14.6K | 0.07% | 196 |
|
|
2023
Q4 | $233K | Hold |
789
| – | – | 0.06% | 194 |
|
|
2023
Q3 | $215K | Buy |
789
+80
| +11% | +$21.9K | 0.06% | 194 |
|
|
2023
Q2 | $175K | Hold |
709
| – | – | 0.05% | 218 |
|
|
2023
Q1 | $162K | Hold |
709
| – | – | 0.05% | 225 |
|
|
2022
Q4 | $71.8K | Hold |
709
| – | – | 0.18% | 108 |
|
|
2022
Q3 | $49.3K | Hold |
709
| – | – | 0.12% | 129 |
|
|
2022
Q2 | $66K | Hold |
709
| – | – | 0.15% | 116 |
|
|
2022
Q1 | $66K | Hold |
709
| – | – | 0.14% | 116 |
|
|
2021
Q4 | $58.4K | Buy |
709
+1
| +0.1% | +$82 | 0.13% | 114 |
|
|
2021
Q3 | $58.4K | Buy |
708
+60
| +9% | +$4.95K | 0.13% | 113 |
|
|
2021
Q2 | $65.4K | Sell |
648
-599
| -48% | -$60.4K | 0.15% | 105 |
|
|
2021
Q1 | $139K | Sell |
1,247
-100
| -7% | -$11.2K | 0.37% | 57 |
|
|
2020
Q4 | $109K | Buy |
1,347
+1
| +0.1% | +$81 | 0.3% | 62 |
|
|
2020
Q3 | $89.6K | Sell |
1,346
-56
| -4% | -$3.73K | 0.04% | 67 |
|
|
2020
Q2 | $76K | Buy |
1,402
+1
| +0.1% | +$54 | 0.04% | 60 |
|
|
2020
Q1 | $162 | Buy |
+1,401
| New | +$162 | ﹤0.01% | 246 |
|
|
2019
Q2 | $169 | Buy |
+1,246
| New | +$169 | ﹤0.01% | 203 |
|
|
2018
Q4 | $167K | Buy |
1,313
+35
| +3% | +$4.45K | 0.06% | 170 |
|
|
2018
Q3 | $195K | Buy |
1,278
+750
| +142% | +$114K | 0.06% | 145 |
|
|
2018
Q2 | $71.8K | Buy |
528
+2
| +0.4% | +$272 | 0.03% | 260 |
|
|
2018
Q1 | $75.7K | Buy |
526
+140
| +36% | +$20.1K | 0.04% | 245 |
|
|
2017
Q4 | $64.3K | Hold |
386
| – | – | 0.03% | 255 |
|
|
2017
Q3 | $49K | Buy |
386
+200
| +108% | +$25.4K | 0.03% | 271 |
|
|
2017
Q2 | $20.1K | Buy |
186
+86
| +86% | +$9.27K | 0.01% | 385 |
|
|
2017
Q1 | $9.42K | Buy |
100
+25
| +33% | +$2.36K | ﹤0.01% | 517 |
|
|
2016
Q4 | $7.1K | Buy |
+75
| New | +$7.1K | ﹤0.01% | 464 |
|