NFSG
Newbridge Financial Services Group’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Buy |
4,626
+296
| +7% | +$115K | 0.29% | 72 |
|
|
2025
Q1 | $1.43M | Sell |
4,330
-61
| -1% | -$20.1K | 0.35% | 66 |
|
|
2024
Q4 | $1.59M | Buy |
4,391
+528
| +14% | +$192K | 0.41% | 53 |
|
|
2024
Q3 | $1.51M | Buy |
3,863
+533
| +16% | +$208K | 0.53% | 45 |
|
|
2024
Q2 | $1.11M | Buy |
3,330
+1,080
| +48% | +$360K | 0.41% | 51 |
|
|
2024
Q1 | $825K | Buy |
2,250
+308
| +16% | +$113K | 0.36% | 62 |
|
|
2023
Q4 | $571K | Buy |
1,942
+513
| +36% | +$151K | 0.28% | 83 |
|
|
2023
Q3 | $390K | Buy |
1,429
+294
| +26% | +$80.3K | 0.2% | 113 |
|
|
2023
Q2 | $279K | Buy |
1,135
+78
| +7% | +$19.2K | 0.14% | 156 |
|
|
2023
Q1 | $242K | Sell |
1,057
-661
| -38% | -$151K | 0.13% | 163 |
|
|
2022
Q4 | $411K | Sell |
1,718
-232
| -12% | -$55.6K | 0.24% | 94 |
|
|
2022
Q3 | $320K | Buy |
1,950
+1,107
| +131% | +$182K | 0.19% | 111 |
|
|
2022
Q2 | $151K | Sell |
843
-44
| -5% | -$7.88K | 0.09% | 201 |
|
|
2022
Q1 | $198K | Buy |
887
+83
| +10% | +$18.5K | 0.1% | 200 |
|
|
2021
Q4 | $166K | Buy |
804
+115
| +17% | +$23.7K | 0.08% | 225 |
|
|
2021
Q3 | $132K | Sell |
689
-23
| -3% | -$4.41K | 0.08% | 230 |
|
|
2021
Q2 | $155K | Buy |
712
+144
| +25% | +$31.3K | 0.1% | 214 |
|
|
2021
Q1 | $132K | Buy |
568
+90
| +19% | +$20.9K | 0.1% | 210 |
|
|
2020
Q4 | $87K | Buy |
478
+2
| +0.4% | +$364 | 0.07% | 237 |
|
|
2020
Q3 | $71K | Buy |
+476
| New | +$71K | 0.07% | 244 |
|