Position history for NewEdge Advisors, LLC's holdings in CATERPILLAR INC DEL
NewEdge Advisors, LLC holds 233,659 shares of CAT (CATERPILLAR INC DEL), worth $133.9M as of 2025-Q4. The position was increased (++11.4% shares). CAT represents 0.5% of NewEdge Advisors, LLC's portfolio.
Current Value
$133.9M
Current Shares
233,659
Total Value Change
+$70.2M
Total Shares Change
+42,496
Other major holders of CAT: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
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 |