Position history for NewEdge Advisors, LLC's holdings in CATERPILLAR INC
NewEdge Advisors, LLC holds 215,064 shares of CAT (CATERPILLAR INC), worth $152.4M as of 2026-Q1. The position was decreased (-8.0% shares). CAT represents 0.6% of NewEdge Advisors, LLC's portfolio.
Current Value
$152.4M
Current Shares
215,064
Total Value Change
+$88.7M
Total Shares Change
+23,901
Other major holders of CAT: VANGUARD GROUP INC, BlackRock, Inc., STATE STREET CORP
Decreased |
| 215,064 |
-8.0% |
| $152.4M |
| 0.6% |
| $722.18 |
0 |
| 2025-Q4 | Increased | 233,659 | +11.4% | $133.9M | 0.5% | $576.04 | 40 |
| 2025-Q3 | Decreased | 209,753 | -3.2% | $100.1M | 0.5% | $469.16 | 0 |
| 2025-Q2 | Increased | 216,659 | +5.6% | $84.1M | 0.4% | $381.32 | 38 |
| 2025-Q1 | Increased | 205,136 | +10.3% | $67.7M | 0.4% | $325.22 | 39 |
| 2024-Q4 | Decreased | 185,896 | -3.9% | $67.4M | 0.4% | $356.77 | 0 |
| 2024-Q3 | Increased | 193,447 | +1.2% | $75.7M | 0.5% | $382.99 | 36 |
| 2024-Q2 | Increased | 191,163 | +6.4% | $63.7M | 0.5% | $324.88 | 38 |