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Caterpillar shares owned by Newport Capital Group

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Newport Capital Group from 13F filings

Historical chart of Newport Capital Group investment in Caterpillar

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All positions including Caterpillar held by Newport Capital Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Newport Capital Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $250k 3.4k 72.59

More positions owned by Newport Capital Group

Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Arthur J. Gallagher & Co. (AJG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Russell 2000 Etf (IWM)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard World Energy Etf (VDE)
Microsoft Corporation (MSFT)

View all positions for Newport Capital Group

Top funds holding Caterpillar

Vanguard Group
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View all funds holding Caterpillar