New World 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 | $258K | Buy |
+664
| New | +$258K | 0.05% | 59 |
|
|
2021
Q3 | – | Sell |
-5,956
| Closed | -$1.3M | – | 73 |
|
|
2021
Q2 | $1.3M | Buy |
+5,956
| New | +$1.3M | 0.87% | 21 |
|
|
2019
Q2 | – | Sell |
-502
| Closed | -$68K | – | 40 |
|
|
2019
Q1 | $68K | Buy |
+502
| New | +$68K | 0.05% | 41 |
|