Caterpillar shares owned by New World Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by New World Advisors
from 13F filings
Historical chart of New World Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by New World Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $483k | 843 | 572.87 |
| 2025-09-30 | $359k | 752 | 477.15 |
| 2025-06-30 | $258k | 664 | 388.21 |
| 2021-06-30 | $1.3M | 6.0k | 217.60 |
| 2019-03-31 | $68k | 502 | 135.46 |