New England Capital Financial Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73.5K | Hold |
189
| – | – | 0.03% | 92 |
|
|
2025
Q1 | $62.4K | Hold |
189
| – | – | 0.03% | 102 |
|
|
2024
Q4 | $68.6K | Hold |
189
| – | – | 0.03% | 100 |
|
|
2024
Q3 | $73.9K | Hold |
189
| – | – | 0.04% | 91 |
|
|
2024
Q2 | $62.9K | Hold |
189
| – | – | 0.04% | 95 |
|
|
2024
Q1 | $69.2K | Hold |
189
| – | – | 0.04% | 94 |
|
|
2023
Q4 | $55.8K | Hold |
189
| – | – | 0.03% | 109 |
|
|
2023
Q3 | $51.5K | Hold |
189
| – | – | 0.04% | 108 |
|
|
2023
Q2 | $46.4K | Hold |
189
| – | – | 0.03% | 118 |
|
|
2023
Q1 | $43.1K | Buy |
189
+18
| +11% | +$4.11K | 0.03% | 131 |
|
|
2022
Q4 | $42.6K | Buy |
+171
| New | +$42.6K | 0.03% | 132 |
|