NorthStar Asset Management (New Jersey)’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$447K	Buy	1,151 +180	+19%	+$69.9K	0.24%	58
2025 Q1	$320K	Sell	971 -46	-5%	-$15.2K	0.2%	65
2024 Q4	$369K	Buy	+1,017	New	+$369K	0.24%	59