How many shares of CAT does NewEdge Advisors, LLC own?

As of 2026-Q2, NewEdge Advisors, LLC holds 212,215 shares of CAT (CATERPILLAR INC).

What is NewEdge Advisors, LLC's CAT position worth?

As of 2026-Q2, NewEdge Advisors, LLC's CAT position is worth $226M.

In 2026-Q2, NewEdge Advisors, LLC decreased their CAT position (-1.3% change in shares).

Based on available 13F filings, NewEdge Advisors, LLC first reported a position in CAT in 2018-Q4. They have held the position across 31 quarters.

Position history for NewEdge Advisors, LLC's holdings in CATERPILLAR INC

Current Value

$226M

Current Shares

212,215

Total Value Change

+$224.5M

Total Shares Change

+200,873

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	212,215	-1.3%	$226M	0.7%	$1,062.93	0
2026-Q1	Decreased	215,064	-8.0%	$152.4M	0.6%	$705.80	0
2025-Q4	Increased	233,659	+11.4%	$133.9M	0.5%	$569.39	40
2025-Q3	Decreased	209,753	-3.2%	$100.1M	0.5%	$472.89	0
2025-Q2	Increased	216,659	+5.6%	$84.1M	0.4%	$383.34	38
2025-Q1	Increased	205,136	+10.3%	$67.7M	0.4%	$324.10	39
2024-Q4	Decreased	185,896	-3.9%	$67.4M	0.4%	$355.19	0
2024-Q3	Increased	193,447	+1.2%	$75.7M	0.5%	$381.59	36
2024-Q2	Increased	191,163	+6.4%	$63.7M	0.5%	$323.67	38
2024-Q1	Increased	179,639	+3.2%	$65.8M	0.6%	$354.76	43
2023-Q4	Increased	174,090	+3.0%	$51.2M	0.5%	$284.93	36
2023-Q3	Increased	168,959	+150.7%	$46.1M	0.5%	$261.73	66
2023-Q2	Increased	67,390	+13.1%	$16.6M	0.2%	$234.73	38
2023-Q1	Increased	59,568	+2.7%	$13.4M	0.2%	$217.14	34
2022-Q4	Increased	57,983	+5.9%	$5.3M	0.1%	$226.23	34
2022-Q3	Increased	54,764	+1.4%	$9M	0.1%	$153.92	33
2022-Q2	Increased	53,998	+8.6%	$9.7M	0.2%	$166.53	36
2022-Q1	Increased	49,705	+4.4%	$11.1M	0.2%	$206.59	35
2021-Q4	Increased	47,629	+61.4%	$9.8M	0.1%	$190.75	48
2021-Q3	Increased	29,509	+14.8%	$5.7M	0.1%	$176.15	37
2021-Q2	Increased	25,717	+5.2%	$5.6M	0.1%	$198.63	34
2021-Q1	Increased	24,448	+7.6%	$5.7M	0.2%	$210.68	35
2020-Q4	Decreased	22,720	-28.9%	$4.1M	0.1%	$164.51	0
2020-Q3	Increased	31,975	+4.6%	$4.8M	0.2%	$133.98	34
2020-Q2	Increased	30,559	+0.3%	$3.9M	0.2%	$112.79	32
2020-Q1	Increased	30,455	+9.2%	$3.5M	0.2%	$102.52	35
2019-Q4	Increased	27,897	+25.5%	$4.1M	0.2%	$129.57	39
2019-Q3	Increased	22,223	+42.5%	$2.8M	0.1%	$109.95	42
2019-Q2	Decreased	15,600	-0.7%	$2.1M	0.1%	$117.74	0
2019-Q1	Increased	15,707	+38.5%	$2.1M	0.1%	$116.34	41
2018-Q4	New	11,342	-	$1.4M	0.1%	$108.41	35