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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Northwest Financial Advisors's CAT Position: Q1 2026 in Review

Northwest Financial Advisors held its Caterpillar (CAT) position steady in Q1 2026 at 660 shares worth $468K. The position accounts for 0.9% of the portfolio, ranked #33.

Northwest Financial Advisors first reported a position in CAT in Q4 2023 and has held it in 10 quarters since. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Northwest Financial Advisors held 660 shares of Caterpillar worth $468K as of Q1 2026.
Northwest Financial Advisors left its Caterpillar share count unchanged in Q1 2026.
Caterpillar made up 0.9% of Northwest Financial Advisors's portfolio in Q1 2026, its #33 holding.
Northwest Financial Advisors first reported a position in Caterpillar in Q4 2023 and has held it in 10 quarters since.
3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Northwest Financial Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.