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Caterpillar shares owned by Northwest Quadrant Wealth Management

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

Historical chart of Northwest Quadrant Wealth Management investment in Caterpillar

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

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Quarterly reported holdings in Caterpillar by Northwest Quadrant Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.4M 3.9k 362.73
2024-09-30 $1.5M 3.8k 391.10
2024-06-30 $1.2M 3.8k 333.06
2024-03-31 $1.6M 4.4k 366.46
2023-12-31 $1.3M 4.4k 295.70
2023-09-30 $1.2M 4.4k 273.03
2023-06-30 $1.1M 4.4k 246.03
2023-03-31 $990k 4.3k 228.84
2022-12-31 $1.0M 4.3k 239.54
2022-09-30 $704k 4.3k 164.03
2022-06-30 $742k 4.3k 173.77
2022-03-31 $938k 4.3k 220.71
2021-12-31 $937k 4.5k 206.66
2021-09-30 $930k 4.7k 197.91
2021-06-30 $1.0M 4.8k 215.10
2021-03-31 $1.1M 4.9k 231.93
2020-12-31 $886k 4.9k 180.01
2020-09-30 $764k 5.2k 147.32
2020-06-30 $646k 5.2k 125.34
2020-03-31 $568k 5.3k 107.33
2019-12-31 $807k 5.5k 147.59
2019-09-30 $719k 5.4k 132.32
2019-06-30 $772k 5.7k 135.53
2019-03-31 $817k 5.8k 140.28
2018-12-31 $720k 5.8k 124.31
2018-09-30 $757k 5.8k 131.36
2018-06-30 $761k 5.6k 135.63
2018-03-31 $798k 5.4k 147.29
2017-12-31 $815k 5.4k 151.12
2017-09-30 $761k 5.6k 136.53
2017-06-30 $648k 5.7k 114.47
2017-03-31 $552k 5.6k 99.41
2016-12-31 $579k 6.2k 92.83

More positions owned by Northwest Quadrant Wealth Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Short Treas Bd (SHV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Real Estate Etf (VNQ)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Costco Wholesale Corporation (COST)
Eli Lilly & Co. (LLY)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Northwest Quadrant Wealth Management

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Capital World Investors
Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Norges Bank Investment Management
Bank of America Corporation
FMR
Ubs Global Asset Management Americas
Goldman Sachs Group

View all funds holding Caterpillar