Northwest Wealth Management
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Northwest Wealth Management’s Caterpillar CAT Stock Holding History

Northwest Wealth Management’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
Q3 		$362K Buy
446
+21
+5% +$17.8K 0.05% 179
2026
Q2 		$452K Hold
425
– – 0.06% 144
2026
Q1 		$301K Buy
425
+9
+2% +$6.23K 0.05% 184
2025
Q4 		$239K Buy
+416
New +$231K 0.04% 217
2019
Q4 		– Sell
-2,086
Closed -$264K – 101
2019
Q3 		$264K Buy
2,086
+4
+0.2% +$508 0.22% 100
2019
Q2 		$284K Sell
2,082
-52
-2% -$6.87K 0.23% 91
2019
Q1 		$289K Buy
2,134
+9
+0.4% +$1.2K 0.22% 89
2018
Q4 		$270K Sell
2,125
-46
-2% -$5.98K 0.23% 84
2018
Q3 		$331K Buy
2,171
+3
+0.1% +$424 0.25% 79
2018
Q2 		$294K Buy
2,168
+3
+0.1% +$448 0.22% 85
2018
Q1 		$319K Buy
2,165
+361
+20% +$57K 0.24% 79
2017
Q4 		$284K Buy
1,804
+4
+0.2% +$555 0.23% 75
2017
Q3 		$225K Sell
1,800
-279
-13% -$32.1K 0.31% 61
2017
Q2 		$223K Buy
+2,079
New +$211K 0.2% 90

Other funds holding CAT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Northwest Wealth Management's CAT Position: Q3 2026 in Review

Northwest Wealth Management increased its Caterpillar (CAT) stake by 4.9% in Q3 2026, buying an estimated $17.8K and bringing the position to 446 shares worth $362K. The position accounts for 0.05% of the portfolio, ranked #179.

Northwest Wealth Management first reported a position in CAT in Q2 2017 and has held it in 14 quarters since. The position peaked at $452K in Q2 2026. 3,455 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Northwest Wealth Management held 446 shares of Caterpillar worth $362K as of Q3 2026.
  • Northwest Wealth Management bought 21 Caterpillar shares in Q3 2026, an estimated $17.8K.
  • Caterpillar made up 0.05% of Northwest Wealth Management's portfolio in Q3 2026, its #179 holding.
  • Northwest Wealth Management first reported a position in Caterpillar in Q2 2017 and has held it in 14 quarters since.
  • Northwest Wealth Management's Caterpillar position peaked at $452K in Q2 2026.
  • 3,455 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Northwest Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.