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 |
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2025
Q1 | $435K | Buy |
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2024
Q4 | $461K | Hold |
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2024
Q3 | $497K | Hold |
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2024
Q2 | $423K | Buy |
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2024
Q1 | $447K | Hold |
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2023
Q4 | $361K | Hold |
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2023
Q3 | $331K | Hold |
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2023
Q2 | $304K | Buy |
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2023
Q1 | – | Sell |
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2022
Q4 | $301K | Hold |
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2022
Q3 | $218K | Buy |
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2022
Q2 | – | Sell |
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2022
Q1 | $282K | Buy |
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2021
Q4 | $252K | Buy |
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