New England Capital Financial Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $90.3K | Hold |
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|
2025
Q2 | $73.5K | Hold |
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|
2025
Q1 | $62.4K | Hold |
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|
2024
Q4 | $68.6K | Hold |
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|
2024
Q3 | $73.9K | Hold |
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|
2024
Q2 | $62.9K | Hold |
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|
2024
Q1 | $69.2K | Hold |
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|
2023
Q4 | $55.8K | Hold |
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|
2023
Q3 | $51.5K | Hold |
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|
2023
Q2 | $46.4K | Hold |
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|
2023
Q1 | $43.1K | Buy |
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|
2022
Q4 | $42.6K | Buy |
|