Westwood Holdings Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.64M | Buy |
6,807
+960
| +16% | +$373K | 0.02% | 293 |
|
|
2025
Q1 | $1.93M | Sell |
5,847
-56
| -0.9% | -$18.5K | 0.01% | 324 |
|
|
2024
Q4 | $2.14M | Buy |
5,903
+57
| +1% | +$20.7K | 0.02% | 315 |
|
|
2024
Q3 | $2.29M | Buy |
5,846
+3
| +0.1% | +$1.17K | 0.01% | 326 |
|
|
2024
Q2 | $1.95M | Hold |
5,843
| – | – | 0.01% | 320 |
|
|
2024
Q1 | $2.14M | Sell |
5,843
-1,602
| -22% | -$587K | 0.02% | 305 |
|
|
2023
Q4 | $2.2M | Hold |
7,445
| – | – | 0.02% | 297 |
|
|
2023
Q3 | $2.03M | Sell |
7,445
-260
| -3% | -$71K | 0.02% | 294 |
|
|
2023
Q2 | $1.9M | Buy |
7,705
+1,049
| +16% | +$258K | 0.02% | 304 |
|
|
2023
Q1 | $1.52M | Sell |
6,656
-2,120
| -24% | -$485K | 0.01% | 324 |
|
|
2022
Q4 | $2.1M | Sell |
8,776
-12
| -0.1% | -$2.87K | 0.02% | 302 |
|
|
2022
Q3 | $1.44M | Sell |
8,788
-518
| -6% | -$85K | 0.02% | 292 |
|
|
2022
Q2 | $1.66M | Buy |
9,306
+72
| +0.8% | +$12.9K | 0.02% | 298 |
|
|
2022
Q1 | $2.06M | Buy |
9,234
+609
| +7% | +$136K | 0.02% | 298 |
|
|
2021
Q4 | $1.78M | Buy |
8,625
+1,896
| +28% | +$392K | 0.02% | 303 |
|
|
2021
Q3 | $1.29M | Sell |
6,729
-496
| -7% | -$95.2K | 0.01% | 326 |
|
|
2021
Q2 | $1.57M | Buy |
7,225
+460
| +7% | +$100K | 0.02% | 310 |
|
|
2021
Q1 | $1.57M | Sell |
6,765
-726
| -10% | -$168K | 0.02% | 320 |
|
|
2020
Q4 | $1.36M | Buy |
7,491
+221
| +3% | +$40.2K | 0.02% | 313 |
|
|
2020
Q3 | $1.09M | Buy |
+7,270
| New | +$1.09M | 0.01% | 312 |
|
|
2018
Q3 | – | Sell |
-9,037
| Closed | -$1.23M | – | 415 |
|
|
2018
Q2 | $1.23M | Sell |
9,037
-1,684
| -16% | -$228K | 0.01% | 314 |
|
|
2018
Q1 | $1.58M | Sell |
10,721
-1,246
| -10% | -$184K | 0.01% | 299 |
|
|
2017
Q4 | $1.89M | Sell |
11,967
-125
| -1% | -$19.7K | 0.01% | 284 |
|
|
2017
Q3 | $1.51M | Sell |
12,092
-643
| -5% | -$80.2K | 0.01% | 286 |
|
|
2017
Q2 | $1.37M | Sell |
12,735
-4,081
| -24% | -$439K | 0.01% | 294 |
|
|
2017
Q1 | $1.56M | Sell |
16,816
-129
| -0.8% | -$12K | 0.01% | 285 |
|
|
2016
Q4 | $1.57M | Sell |
16,945
-23
| -0.1% | -$2.13K | 0.01% | 309 |
|
|
2016
Q3 | $1.51M | Sell |
16,968
-205
| -1% | -$18.2K | 0.01% | 317 |
|
|
2016
Q2 | $1.3M | Buy |
17,173
+136
| +0.8% | +$10.3K | 0.01% | 295 |
|
|
2016
Q1 | $1.3M | Sell |
17,037
-3,441
| -17% | -$263K | 0.01% | 285 |
|
|
2015
Q4 | $1.39M | Sell |
20,478
-19,061
| -48% | -$1.3M | 0.01% | 285 |
|
|
2015
Q3 | $2.58M | Buy |
39,539
+772
| +2% | +$50.5K | 0.02% | 272 |
|
|
2015
Q2 | $3.29M | Buy |
38,767
+4,060
| +12% | +$344K | 0.02% | 264 |
|
|
2015
Q1 | $2.78M | Sell |
34,707
-2,036
| -6% | -$163K | 0.02% | 269 |
|
|
2014
Q4 | $3.36M | Sell |
36,743
-692
| -2% | -$63.3K | 0.03% | 262 |
|
|
2014
Q3 | $3.71M | Sell |
37,435
-367
| -1% | -$36.3K | 0.03% | 248 |
|
|
2014
Q2 | $4.11M | Sell |
37,802
-695
| -2% | -$75.5K | 0.03% | 231 |
|
|
2014
Q1 | $3.83M | Buy |
38,497
+581
| +2% | +$57.7K | 0.03% | 223 |
|
|
2013
Q4 | $3.44M | Buy |
37,916
+2,077
| +6% | +$189K | 0.03% | 231 |
|
|
2013
Q3 | $2.99M | Buy |
35,839
+1,139
| +3% | +$95K | 0.03% | 250 |
|
|
2013
Q2 | $2.86M | Buy |
+34,700
| New | +$2.86M | 0.03% | 246 |
|