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Caterpillar shares owned by Novem Group

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

Historical chart of Novem Group investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Novem Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $794k 1.7k 477.28
2025-06-30 $647k 1.7k 388.10
2025-03-31 $596k 1.8k 329.79
2024-12-31 $630k 1.7k 362.84

More positions owned by Novem Group

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Pimco Etf Tr Multisector Bd (PYLD)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Series Trust Portfolio S&p500 (SPLG)
Fidelity Covington Trust Fundamental Larg (FFLC)
Pimco Etf Tr Active Bd Etf (BOND)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Faln Angls Usd (FALN)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Pimco Etf Tr Inv Grd Crp Bd (CORP)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Novem Group

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Wellington Management Company
Capital World Investors
Capital Research Global Investors
Ubs Global Asset Management Americas
Susquehanna International
Bank of New York Mellon

View all funds holding Caterpillar