NWF Advisory Services »

Caterpillar shares owned by NWF Advisory Services

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by NWF Advisory Services from 13F filings

Historical chart of NWF Advisory Services investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by NWF Advisory Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Caterpillar by NWF Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $868k 1.8k 477.25
2024-09-30 $413k 1.1k 390.97

More positions owned by NWF Advisory Services

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Select Sector Spdr Tr Technology (XLK)
Apple (AAPL)
Spdr Series Trust S&p Divid Etf (SDY)
Alibaba Group Hldg Sponsored Ads (BABA)
Alphabet Cap Stk Cl C (GOOG)
Costco Wholesale Corporation (COST)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Micron Technology (MU)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for NWF Advisory Services

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