NCM
Northside Capital Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $771K | Buy |
1,985
+932
| +89% | +$362K | 0.06% | 109 |
|
|
2025
Q1 | $347K | Hold |
1,053
| – | – | 0.06% | 82 |
|
|
2024
Q4 | $382K | Buy |
1,053
+353
| +50% | +$128K | 0.1% | 71 |
|
|
2024
Q3 | $274K | Hold |
700
| – | – | 0.04% | 92 |
|
|
2024
Q2 | $233K | Hold |
700
| – | – | 0.04% | 96 |
|
|
2024
Q1 | $257K | Hold |
700
| – | – | 0.05% | 90 |
|
|
2023
Q4 | $207K | Buy |
+700
| New | +$207K | 0.06% | 105 |
|