Northwest Financial Advisors Caterpillar Inc Transaction History
Northwest Financial Advisors
- $77.8 Billion
- Q3 2025
A detailed history of Northwest Financial Advisors transactions in Caterpillar Inc stock. As of the latest transaction made, Northwest Financial Advisors holds 840 shares of CAT stock, worth $463,721. This represents 0.51% of its overall portfolio holdings.
Number of Shares
840
Previous 840
-0.0%
Holding current value
$463,721
Previous $326 Million
22.95%
% of portfolio
0.51%
Previous 0.45%
Shares
7 transactions
Others Institutions Holding CAT
# of Institutions
3,621Shares Held
338MCall Options Held
7.64MPut Options Held
7.64M-
Vanguard Group Inc Valley Forge, PA45.9MShares$25.4 Billion0.34% of portfolio
-
Black Rock Inc. New York, NY36.2MShares$20 Billion0.28% of portfolio
-
State Street Corp Boston, MA35MShares$19.3 Billion0.6% of portfolio
-
State Farm Mutual Automobile Insurance CO Bloomington, IL17.5MShares$9.67 Billion7.03% of portfolio
-
Geode Capital Management, LLC Boston, MA10.5MShares$5.81 Billion0.33% of portfolio
About CATERPILLAR INC
- Ticker CAT
- Exchange NYSE
- Sector Industrials
- Industry Farm & Heavy Construction Machinery
- Shares Outstandng 527,908,992
- Market Cap $291B
- Description
- Caterpillar Inc. manufactures and sells construction and mining equipment, diesel and natural gas engines, and industrial gas turbines worldwide. Its Construction Industries segment offers asphalt pavers, backhoe loaders, compactors, cold planers, compact track and multi-terrain loaders, excavators, motorgraders, pipelayers, road reclaimers, sit...