A detailed history of Newbridge Financial Services Group, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Newbridge Financial Services Group, Inc. holds 3,863 shares of CAT stock, worth $1.41 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
3,863
Previous 3,330 16.01%
Holding current value
$1.41 Million
Previous $1.11 Million 36.16%
% of portfolio
0.55%
Previous 0.42%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$316.8 - $391.12 $168,854 - $208,466
533 Added 16.01%
3,863 $1.51 Million
Q2 2024

Sep 11, 2024

BUY
$321.47 - $379.3 $347,187 - $409,644
1,080 Added 48.0%
3,330 $1.11 Million
Q1 2024

Apr 24, 2024

BUY
$278.63 - $366.43 $85,818 - $112,860
308 Added 15.86%
2,250 $824,000
Q4 2023

Mar 28, 2024

BUY
$226.05 - $298.12 $115,963 - $152,935
513 Added 35.9%
1,942 $574,000
Q3 2023

Oct 17, 2023

BUY
$240.58 - $288.65 $70,730 - $84,863
294 Added 25.9%
1,429 $390,000
Q2 2023

Jul 21, 2023

BUY
$205.75 - $247.67 $16,048 - $19,318
78 Added 7.38%
1,135 $279,000
Q1 2023

Apr 18, 2023

SELL
$215.01 - $264.54 $142,121 - $174,860
-661 Reduced 38.47%
1,057 $241,000
Q4 2022

Jan 17, 2023

SELL
$171.23 - $243.14 $39,725 - $56,408
-232 Reduced 11.9%
1,718 $0
Q3 2022

Oct 13, 2022

BUY
$162.44 - $198.25 $179,821 - $219,462
1,107 Added 131.32%
1,950 $320,000
Q2 2022

Jul 15, 2022

SELL
$178.67 - $235.08 $7,861 - $10,343
-44 Reduced 4.96%
843 $151,000
Q1 2022

Apr 26, 2022

BUY
$182.83 - $229.87 $15,174 - $19,079
83 Added 10.32%
887 $198,000
Q4 2021

Jan 19, 2022

BUY
$188.94 - $214.25 $21,728 - $24,638
115 Added 16.69%
804 $166,000
Q3 2021

Oct 27, 2021

SELL
$189.84 - $221.66 $4,366 - $5,098
-23 Reduced 3.23%
689 $132,000
Q2 2021

Sep 07, 2021

BUY
$208.86 - $244.79 $30,075 - $35,249
144 Added 25.35%
712 $155,000
Q1 2021

Sep 07, 2021

BUY
$180.63 - $233.63 $16,256 - $21,026
90 Added 18.83%
568 $132,000
Q4 2020

Sep 07, 2021

BUY
$146.71 - $182.21 $293 - $364
2 Added 0.42%
478 $87,000
Q3 2020

Sep 07, 2021

BUY
$125.73 - $153.87 $59,847 - $73,242
476 New
476 $71,000

Others Institutions Holding CAT

About CATERPILLAR INC


  • Ticker CAT
  • Exchange NYSE
  • Sector Industrials
  • Industry Farm & Heavy Construction Machinery
  • Shares Outstandng 527,908,992
  • Market Cap $193B
  • Description
  • Caterpillar Inc. manufactures and sells construction and mining equipment, diesel and natural gas engines, and industrial gas turbines worldwide. Its Construction Industries segment offers asphalt pavers, backhoe loaders, compactors, cold planers, compact track and multi-terrain loaders, excavators, motorgraders, pipelayers, road reclaimers, sit...
More about CAT
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