NEWAS
N.E.W. Advisory Services’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $399K | Sell |
1,027
-78
| -7% | -$30.3K | 0.04% | 128 |
|
|
2025
Q1 | $365K | Buy |
1,105
+79
| +8% | +$26.1K | 0.03% | 155 |
|
|
2024
Q4 | $372K | Sell |
1,026
-403
| -28% | -$146K | 0.04% | 136 |
|
|
2024
Q3 | $559K | Sell |
1,429
-13
| -0.9% | -$5.09K | 0.06% | 102 |
|
|
2024
Q2 | $481K | Hold |
1,442
| – | – | 0.05% | 104 |
|
|
2024
Q1 | $529K | Sell |
1,442
-41
| -3% | -$15K | 0.06% | 100 |
|
|
2023
Q4 | $438K | Sell |
1,483
-55
| -4% | -$16.3K | 0.05% | 108 |
|
|
2023
Q3 | $420K | Sell |
1,538
-217
| -12% | -$59.2K | 0.06% | 101 |
|
|
2023
Q2 | $432K | Sell |
1,755
-446
| -20% | -$110K | 0.06% | 90 |
|
|
2023
Q1 | $504K | Sell |
2,201
-54
| -2% | -$12.4K | 0.07% | 84 |
|
|
2022
Q4 | $540K | Sell |
2,255
-33
| -1% | -$7.9K | 0.08% | 75 |
|
|
2022
Q3 | $375K | Buy |
2,288
+652
| +40% | +$107K | 0.07% | 84 |
|
|
2022
Q2 | $292K | Buy |
1,636
+257
| +19% | +$45.9K | 0.05% | 97 |
|
|
2022
Q1 | $320K | Sell |
1,379
-811
| -37% | -$188K | 0.06% | 101 |
|
|
2021
Q4 | $453K | Buy |
2,190
+61
| +3% | +$12.6K | 0.07% | 90 |
|
|
2021
Q3 | $409K | Buy |
2,129
+153
| +8% | +$29.4K | 0.07% | 91 |
|
|
2021
Q2 | $430K | Buy |
1,976
+611
| +45% | +$133K | 0.07% | 90 |
|
|
2021
Q1 | $317K | Buy |
+1,365
| New | +$317K | 0.06% | 102 |
|