NewEdge Wealth’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.33M | Sell |
5,582
-546
| -9% | -$228K | 0.04% | 348 |
|
|
2025
Q1 | $2.02M | Sell |
6,128
-284
| -4% | -$93.7K | 0.04% | 350 |
|
|
2024
Q4 | $2.33M | Buy |
6,412
+1,305
| +26% | +$473K | 0.04% | 319 |
|
|
2024
Q3 | $2M | Buy |
5,107
+3,923
| +331% | +$1.53M | 0.04% | 350 |
|
|
2024
Q2 | $394K | Sell |
1,184
-1,495
| -56% | -$498K | 0.01% | 597 |
|
|
2024
Q1 | $899K | Buy |
2,679
+1,407
| +111% | +$472K | 0.02% | 445 |
|
|
2023
Q4 | $376K | Sell |
1,272
-279
| -18% | -$82.5K | 0.01% | 568 |
|
|
2023
Q3 | $423K | Sell |
1,551
-43
| -3% | -$11.7K | 0.01% | 478 |
|
|
2023
Q2 | $392K | Sell |
1,594
-49
| -3% | -$12.1K | 0.01% | 499 |
|
|
2023
Q1 | $376K | Sell |
1,643
-10,082
| -86% | -$2.31M | 0.01% | 464 |
|
|
2022
Q4 | $2.81M | Buy |
11,725
+83
| +0.7% | +$19.9K | 0.12% | 159 |
|
|
2022
Q3 | $1.91M | Buy |
11,642
+2,973
| +34% | +$488K | 0.09% | 195 |
|
|
2022
Q2 | $1.55M | Buy |
+8,669
| New | +$1.55M | 0.07% | 221 |
|