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Caterpillar shares owned by Novak & Powell Financial Services

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Novak & Powell Financial Services from 13F filings

Historical chart of Novak & Powell Financial Services investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Novak & Powell Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Novak & Powell Financial Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $234k 330 707.77

More positions owned by Novak & Powell Financial Services

Invesco Qqq Trust Unit Ser 1 (QQQ)
Vanguard Growth Etf Growth Etf (VUG)
Apple (AAPL)
Vanguard Large-cap Etf Large Cap Etf (VV)
State Street Spdr S&p 500 Etf Trust Tr Unit (SPY)
Vanguard Value Etf Value Etf (VTV)
Vanguard Total World Stock Etf Tt Wrld St Etf (VT)
Microsoft Corporation (MSFT)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
State Street Spdr Dow Jones Industrial Average Etf Ut Ser 1 (DIA)
Berkshire Hathaway Incorporated Del Class B Cl B New (BRK.B)
Vanguard Total Stock Market Etf Total Stk Mkt (VTI)
Ishares Gold Tr Ishares Ishares New (IAU)
Ishares Tr Core S&p Mcp Etf Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)

View all positions for Novak & Powell Financial Services

Top funds holding Caterpillar

Vanguard Group
BlackRock
State Street Corporation
Vanguard Capital Management
State Farm Mutual Automobile Insurance Company
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Bank of America Corporation
FMR
Citadel Advisors
Wellington Management Company

View all funds holding Caterpillar