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Caterpillar shares owned by Nvest Wealth Strategies

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

Historical chart of Nvest Wealth Strategies investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Nvest Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-12-31 $110k 192 573.93

More positions owned by Nvest Wealth Strategies

John Hancock Exchange Traded Multifactor Mi (JHMM)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
2023 Etf Series Trust Brandes Internat (BINV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
First Tr Exchange-traded No Amer Energy (EMLP)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Spdr Series Trust State Street Spd (SLYG)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Harbor Etf Trust Harbor Commodity (HGER)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Spdr Series Trust State Street Spd (SLYV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Union Pacific Corporation (UNP)
Ea Series Trust Cambria Us Equal
NVIDIA Corporation (NVDA)

View all positions for Nvest Wealth Strategies

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
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
Jpmorgan Chase & Co

View all funds holding Caterpillar