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Caterpillar shares owned by Newport Wealth Strategies

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Newport Wealth Strategies from 13F filings

Historical chart of Newport Wealth Strategies investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Newport Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Newport Wealth Strategies

Quarter filed Position value Share count Share price at filing
2021-09-30 $237k 1.2k 191.90
2021-06-30 $269k 1.2k 217.81
2021-03-31 $286k 1.2k 231.58

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Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
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Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
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Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Flexshares Tr Ready Acc Vari (RAVI)
Wisdomtree Tr Enhanced Cmdty (GCC)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)

View all positions for Newport Wealth Strategies

Top funds holding Caterpillar

Vanguard Group
BlackRock
State Farm Mutual Automobile Insurance Company
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Fisher Investments
Bill & Melinda Gates Foundation Trust
Morgan Stanley
Northern Trust
FMR
Susquehanna International
Bank of America Corporation
Legal & General Group
Bank of New York Mellon
Citadel Advisors
Goldman Sachs Group

View all funds holding Caterpillar