Caterpillar shares owned by Newbridge Financial Services Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Newbridge Financial Services Group
from 13F filings
Historical chart of Newbridge Financial Services Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Newbridge Financial Services Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.5M | 3.9k | 391.12 |
| 2024-06-30 | $1.1M | 3.3k | 333.13 |
| 2024-03-31 | $825k | 2.3k | 366.47 |
| 2023-12-31 | $571k | 1.9k | 294.18 |
| 2023-09-30 | $390k | 1.4k | 273.02 |
| 2023-06-30 | $279k | 1.1k | 246.00 |
| 2023-03-31 | $242k | 1.1k | 228.80 |
| 2022-12-31 | $411k | 1.7k | 239.49 |
| 2022-09-30 | $320k | 2.0k | 164.10 |
| 2022-06-30 | $151k | 843 | 179.12 |
| 2022-03-31 | $198k | 887 | 223.22 |
| 2021-12-31 | $166k | 804 | 206.47 |
| 2021-09-30 | $132k | 689 | 191.58 |
| 2021-06-30 | $155k | 712 | 217.70 |
| 2021-03-31 | $132k | 568 | 232.39 |
| 2020-12-31 | $87k | 478 | 182.01 |
| 2020-09-30 | $71k | 476 | 149.16 |
More positions owned by Newbridge Financial Services Group
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