Westwood Management Corporation’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $237K | Sell |
800
-3,000
| -79% | -$889K | 0.09% | 28 |
|
|
2023
Q3 | $1.04M | Hold |
3,800
| – | – | 0.15% | 26 |
|
|
2023
Q2 | $935K | Sell |
3,800
-5,500
| -59% | -$1.35M | 0.12% | 30 |
|
|
2023
Q1 | $2.13M | Buy |
+9,300
| New | +$2.13M | 0.27% | 26 |
|
|
2021
Q4 | – | Sell |
-1,500
| Closed | -$288K | – | 76 |
|
|
2021
Q3 | $288K | Sell |
1,500
-18,800
| -93% | -$3.61M | 0.02% | 69 |
|
|
2021
Q2 | $4.42M | Sell |
20,300
-104,900
| -84% | -$22.8M | 0.36% | 29 |
|
|
2021
Q1 | $29M | Buy |
125,200
+121,400
| +3,195% | +$28.1M | 2.56% | 15 |
|
|
2020
Q4 | $692K | Buy |
+3,800
| New | +$692K | 0.06% | 42 |
|