New Century Financial 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 | – | Sell |
-1,790
| Closed | -$590K | – | 120 |
|
|
2025
Q1 | $590K | Sell |
1,790
-357
| -17% | -$118K | 0.68% | 49 |
|
|
2024
Q4 | $781K | Buy |
2,147
+71
| +3% | +$25.8K | 0.33% | 83 |
|
|
2024
Q3 | $812K | Buy |
2,076
+51
| +3% | +$19.9K | 0.3% | 101 |
|
|
2024
Q2 | $674K | Buy |
2,025
+279
| +16% | +$92.9K | 0.29% | 105 |
|
|
2024
Q1 | $640K | Buy |
1,746
+11
| +0.6% | +$4.03K | 0.44% | 76 |
|
|
2023
Q4 | $513K | Buy |
+1,735
| New | +$513K | 0.44% | 82 |
|