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Caterpillar shares owned by Nwm Advisors

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

Historical chart of Nwm Advisors investment in Caterpillar

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Caterpillar by Nwm Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $230k 401 572.87

More positions owned by Nwm Advisors

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The Alger Etf Trust Russell Innovati (INVN)
Apple (AAPL)
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First Tr Exchange-traded SHS (QTEC)
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View all positions for Nwm Advisors

Top funds holding Caterpillar

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

View all funds holding Caterpillar