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Caterpillar shares owned by Nova R Wealth

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Nova R Wealth from 13F filings

Historical chart of Nova R Wealth investment in Caterpillar

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All positions including Caterpillar held by Nova R Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Nova R Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $228k 582 391.30
2024-03-31 $215k 588 366.32

More positions owned by Nova R Wealth

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Blackrock Health Sciences Trust (BME)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Intuitive Surgical Com New (ISRG)
Ishares Tr Core Msci Eafe (IEFA)
J P Morgan Exchange Traded F Us Momentum (JMOM)
American Centy Etf Tr Avantis All Eqt (AVGE)
Apple (AAPL)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr U S Equity Factr (LRGF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Amgen (AMGN)
Ishares Core Msci Emkt (IEMG)

View all positions for Nova R Wealth

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
BlackRock
State Farm Mutual Automobile Insurance Company
Capital World Investors
Geode Capital Management
Fisher Investments
Bill & Melinda Gates Foundation Trust
Morgan Stanley
Northern Trust
Bank of America Corporation
Goldman Sachs Group
Susquehanna International
Bank of New York Mellon

View all funds holding Caterpillar