Caterpillar shares owned by N.E.W. Advisory Services
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by N.E.W. Advisory Services
from 13F filings
Historical chart of N.E.W. Advisory Services investment in Caterpillar
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Quarterly reported holdings in Caterpillar by N.E.W. Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $559k | 1.4k | 391.13 |
| 2024-06-30 | $481k | 1.4k | 333.26 |
| 2024-03-31 | $529k | 1.4k | 366.53 |
| 2023-12-31 | $438k | 1.5k | 295.58 |
| 2023-09-30 | $420k | 1.5k | 273.03 |
| 2023-06-30 | $432k | 1.8k | 246.03 |
| 2023-03-31 | $504k | 2.2k | 228.83 |
| 2022-12-31 | $540k | 2.3k | 239.52 |
| 2022-09-30 | $375k | 2.3k | 163.90 |
| 2022-06-30 | $292k | 1.6k | 178.48 |
| 2022-03-31 | $320k | 1.4k | 232.05 |
| 2021-12-31 | $453k | 2.2k | 206.85 |
| 2021-09-30 | $409k | 2.1k | 192.11 |
| 2021-06-30 | $430k | 2.0k | 217.61 |
| 2021-03-31 | $317k | 1.4k | 232.23 |