N.E.W. Advisory Services’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $399K | Sell |
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|
2025
Q1 | $365K | Buy |
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|
2024
Q4 | $372K | Sell |
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|
2024
Q3 | $559K | Sell |
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|
2024
Q2 | $481K | Hold |
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|
2024
Q1 | $529K | Sell |
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|
2023
Q4 | $438K | Sell |
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|
2023
Q3 | $420K | Sell |
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|
2023
Q2 | $432K | Sell |
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|
2023
Q1 | $504K | Sell |
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|
2022
Q4 | $540K | Sell |
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|
2022
Q3 | $375K | Buy |
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|
2022
Q2 | $292K | Buy |
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|
2022
Q1 | $320K | Sell |
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|
2021
Q4 | $453K | Buy |
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|
2021
Q3 | $409K | Buy |
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|
2021
Q2 | $430K | Buy |
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|
2021
Q1 | $317K | Buy |
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