Newbridge Financial Services Group’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 | $320K | Sell |
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|
2025
Q2 | $1.8M | Buy |
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|
2025
Q1 | $1.43M | Sell |
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|
2024
Q4 | $1.59M | Buy |
|
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|
2024
Q3 | $1.51M | Buy |
|
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|
2024
Q2 | $1.11M | Buy |
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|
2024
Q1 | $825K | Buy |
|
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|
2023
Q4 | $571K | Buy |
|
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|
2023
Q3 | $390K | Buy |
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|
2023
Q2 | $279K | Buy |
|
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|
2023
Q1 | $242K | Sell |
|
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|
2022
Q4 | $411K | Sell |
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|
2022
Q3 | $320K | Buy |
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|
2022
Q2 | $151K | Sell |
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|
2022
Q1 | $198K | Buy |
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|
2021
Q4 | $166K | Buy |
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|
2021
Q3 | $132K | Sell |
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|
2021
Q2 | $155K | Buy |
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|
2021
Q1 | $132K | Buy |
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|
2020
Q4 | $87K | Buy |
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|
2020
Q3 | $71K | Buy |
|