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Northwest Financial Advisors’s Caterpillar CAT Stock Holding History

Northwest Financial Advisors’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-660
Closed -$468K – 90
2026
Q1 		$468K Hold
660
– – 0.9% 33
2025
Q4 		$378K Sell
660
-180
-21% -$100K 0.78% 39
2025
Q3 		$401K Hold
840
– – 0.51% 56
2025
Q2 		$326K Sell
840
-10
-1% -$3.33K 0.45% 64
2025
Q1 		$280K Hold
850
– – 0.23% 86
2024
Q4 		$308K Hold
850
– – 0.25% 82
2024
Q3 		$332K Sell
850
-24
-3% -$8.29K 0.26% 74
2024
Q2 		$291K Buy
874
+25
+3% +$8.67K 0.3% 72
2024
Q1 		$311K Buy
849
+1
+0.1% +$320 0.34% 72
2023
Q4 		$251K Buy
+848
New +$220K 0.21% 77

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Northwest Financial Advisors's CAT Position: Q2 2026 in Review

Northwest Financial Advisors sold out of Caterpillar (CAT) in Q2 2026, closing a stake of 660 shares — an estimated $468K sold.

Northwest Financial Advisors first reported a position in CAT in Q4 2023 and held it in 10 quarters. The position peaked at $468K in Q1 2026. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Northwest Financial Advisors reported no remaining Caterpillar position as of Q2 2026 after selling out during the quarter.
  • Northwest Financial Advisors sold 660 Caterpillar shares in Q2 2026, an estimated $468K.
  • Northwest Financial Advisors first reported a position in Caterpillar in Q4 2023 and held it in 10 quarters.
  • Northwest Financial Advisors's Caterpillar position peaked at $468K in Q1 2026.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Northwest Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.