Next Level Private’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$512K Hold
2025
Q1
$435K Buy
2024
Q4
$461K Hold
2024
Q3
$497K Hold
2024
Q2
$423K Buy
2024
Q1
$447K Hold
2023
Q4
$361K Hold
2023
Q3
$331K Hold
2023
Q2
$304K Buy
2023
Q1
Sell
2022
Q4
$301K Hold
2022
Q3
$218K Buy
2022
Q2
Sell
2022
Q1
$282K Buy
2021
Q4
$252K Buy