NLP
Next Level Private’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $512K | Hold |
1,320
| – | – | 0.17% | 88 |
|
|
2025
Q1 | $435K | Buy |
1,320
+50
| +4% | +$16.5K | 0.16% | 92 |
|
|
2024
Q4 | $461K | Hold |
1,270
| – | – | 0.19% | 85 |
|
|
2024
Q3 | $497K | Hold |
1,270
| – | – | 0.2% | 79 |
|
|
2024
Q2 | $423K | Buy |
1,270
+50
| +4% | +$16.7K | 0.19% | 81 |
|
|
2024
Q1 | $447K | Hold |
1,220
| – | – | 0.21% | 82 |
|
|
2023
Q4 | $361K | Hold |
1,220
| – | – | 0.2% | 76 |
|
|
2023
Q3 | $331K | Hold |
1,220
| – | – | 0.22% | 73 |
|
|
2023
Q2 | $304K | Buy |
+1,220
| New | +$304K | 0.2% | 79 |
|
|
2023
Q1 | – | Sell |
-1,220
| Closed | -$301K | – | 69 |
|
|
2022
Q4 | $301K | Hold |
1,220
| – | – | 0.22% | 76 |
|
|
2022
Q3 | $218K | Buy |
+1,220
| New | +$218K | 0.19% | 78 |
|
|
2022
Q2 | – | Sell |
-1,267
| Closed | -$282K | – | 138 |
|
|
2022
Q1 | $282K | Buy |
1,267
+47
| +4% | +$10.5K | 0.23% | 69 |
|
|
2021
Q4 | $252K | Buy |
+1,220
| New | +$252K | 0.21% | 73 |
|