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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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All positions including Caterpillar held by Newbridge Financial Services Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Newbridge Financial Services Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $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