Caterpillar shares owned by Northwest Financial Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Northwest Financial Advisors
from 13F filings
Historical chart of Northwest Financial Advisors investment in Caterpillar
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All positions including Caterpillar held by Northwest Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by Northwest Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $378k | 660 | 572.87 |
| 2025-09-30 | $401k | 840 | 477.09 |
| 2025-06-30 | $326k | 840 | 388.03 |
| 2025-03-31 | $280k | 850 | 329.88 |
| 2024-12-31 | $308k | 850 | 362.70 |
| 2024-09-30 | $332k | 850 | 390.90 |
| 2024-06-30 | $291k | 874 | 333.16 |
| 2024-03-31 | $311k | 849 | 366.36 |
| 2023-12-31 | $251k | 848 | 295.84 |
More positions owned by Northwest Financial Advisors
View all positions for Northwest Financial Advisors