NWF Advisory Services’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Other funds holding CAT
NWF Advisory Services's CAT Position: Q2 2026 in Review
NWF Advisory Services increased its Caterpillar (CAT) stake by 0.1% in Q2 2026, buying an estimated $1.76K and bringing the position to 2,097 shares worth $2.23M. The position accounts for 0.21% of the portfolio, ranked #87.
NWF Advisory Services first reported a position in CAT in Q3 2024 and has held it in 6 quarters since. 4,047 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- NWF Advisory Services held 2,097 shares of Caterpillar worth $2.23M as of Q2 2026.
- NWF Advisory Services bought 2 Caterpillar shares in Q2 2026, an estimated $1.76K.
- Caterpillar made up 0.21% of NWF Advisory Services's portfolio in Q2 2026, its #87 holding.
- NWF Advisory Services first reported a position in Caterpillar in Q3 2024 and has held it in 6 quarters since.
- 4,047 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.