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Caterpillar shares owned by Clay Northam Wealth Management

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Clay Northam Wealth Management from 13F filings

Historical chart of Clay Northam Wealth Management investment in Caterpillar

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All positions including Caterpillar held by Clay Northam Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Clay Northam Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $234k 639 366.43

More positions owned by Clay Northam Wealth Management

Pacer Fds Tr Us Cash Cows 100 (COWZ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Amazon (AMZN)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Select Sector Spdr Tr Technology (XLK)
Meta Platforms Cl A (META)
NVIDIA Corporation (NVDA)
Crowdstrike Hldgs Cl A (CRWD)
Tesla Motors (TSLA)
Goldman Sachs Etf Tr Activebeta Eme (GEM)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)

View all positions for Clay Northam Wealth Management

Top funds holding Caterpillar

Vanguard Group
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Northern Trust
FMR
Susquehanna International
Bank of America Corporation
Legal & General Group
Bank of New York Mellon
Citadel Advisors
Goldman Sachs Group
Charles Schwab Investment Management

View all funds holding Caterpillar