Westside Investment Management, Inc. Caterpillar Inc Transaction History

Westside Investment Management, Inc.

$437 Billion
Q2 2024

A detailed history of Westside Investment Management, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Westside Investment Management, Inc. holds 749 shares of CAT stock, worth $287,668. This represents 0.06% of its overall portfolio holdings.

Number of Shares

749

Previous 749 -0.0%

Holding current value

$287,668

Previous $274 Million 8.83%

% of portfolio

0.06%

Previous 0.07%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 19, 2024	SELL	$278.63 - $366.43 $11,145 - $14,657	-40 Reduced 5.07%	749 $274 Million
Q3 2023 Nov 15, 2023	BUY	$240.58 - $288.65 $19,246 - $23,092	80 Added 11.28%	789 $215 Million
Q4 2021 Feb 15, 2022	BUY	$188.94 - $214.25 $188 - $214	1 Added 0.14%	709 $146,000
Q3 2021 Oct 27, 2021	BUY	$189.84 - $221.66 $11,390 - $13,299	60 Added 9.26%	708 $135,000
Q2 2021 Jul 28, 2021	SELL	$208.86 - $244.79 $125,107 - $146,629	-599 Reduced 48.04%	648 $141,000
Q1 2021 Apr 14, 2021	SELL	$180.63 - $233.63 $18,063 - $23,363	-100 Reduced 7.42%	1,247 $289,000
Q4 2020 Jan 15, 2021	BUY	$146.71 - $182.21 $146 - $182	1 Added 0.07%	1,347 $245,000
Q3 2020 Oct 14, 2020	SELL	$125.73 - $153.87 $7,040 - $8,616	-56 Reduced 3.99%	1,346 $200,000
Q2 2020 Jul 21, 2020	BUY	$104.48 - $137.72 $104 - $137	1 Added 0.07%	1,402 $177,000
Q1 2020 Apr 16, 2020	BUY	$91.85 - $150.53 $14,236 - $23,332	155 Added 12.44%	1,401 $162,000
Q2 2019 Jul 24, 2019	SELL	$119.81 - $143.36 $8,027 - $9,605	-67 Reduced 5.1%	1,246 $169,000
Q4 2018 Feb 05, 2019	BUY	$112.34 - $158.22 $3,931 - $5,537	35 Added 2.74%	1,313 $166,000
Q3 2018 Nov 08, 2018	BUY	$132.02 - $156.38 $99,015 - $117,285	750 Added 142.05%	1,278 $195 Million
Q2 2018 Aug 13, 2018	BUY	$134.61 - $158.92 $269 - $317	2 Added 0.38%	528 $0
Q1 2018 Apr 16, 2018	BUY	$144.29 - $170.89 $20,200 - $23,924	140 Added 36.27%	526 $0
Q3 2017 Nov 13, 2017	BUY	$112.85 - $125.23 $22,570 - $25,046	200 Added 107.53%	386 $0
Q2 2017 Aug 15, 2017	BUY	N/A	186	186 $0

Others Institutions Holding CAT

# of Institutions

3,120

Shares Held

336M

Call Options Held

6.57M

Put Options Held

7.63M

View Full List

About CATERPILLAR INC

Ticker CAT
Exchange NYSE
Sector Industrials
Industry Farm & Heavy Construction Machinery
Shares Outstandng 527,908,992
Market Cap $203B
Description
Caterpillar Inc. manufactures and sells construction and mining equipment, diesel and natural gas engines, and industrial gas turbines worldwide. Its Construction Industries segment offers asphalt pavers, backhoe loaders, compactors, cold planers, compact track and multi-terrain loaders, excavators, motorgraders, pipelayers, road reclaimers, sit...

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Westside Investment Management, Inc. Caterpillar Inc Transaction History