Nova R Wealth, Inc.
- SEC CIK
- 0001729457
- Latest filing
- Jul 17, 2026
CAT holding history
Caterpillar Inc in every 13F filed by Nova R Wealth, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
CAT overviewAll 13F holders of CATFull Q2 2026 holdings
- Shares (Q2 2026)
- 583
- Value
- $621.1K
- % of portfolio
- 0.2%
- Quarters held
- 7
- Since Q1 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 583 | $621.1K | 0.2% | −13−2.2% | Reduced | Holders |
| Q1 2026 | 596 | $422.4K | 0.1% | +13+2.2% | Added | Holders |
| Q4 2025 | 583 | $334.0K | 0.1% | +583 | New | Holders |
| Q3 2025 | 0 | $0 | 0.0% | −583−100.0% | Sold out | Holders |
| Q2 2025 | 583 | $226.2K | 0.1% | +583 | New | Holders |
| Q1 2025 | 0 | $0 | 0.0% | −582−100.0% | Sold out | Holders |
| Q4 2024 | 582 | $211.3K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 582 | $227.7K | 0.1% | +582 | New | Holders |
| Q2 2024 | 0 | $0 | 0.0% | −588−100.0% | Sold out | Holders |
| Q1 2024 | 588 | $215.4K | 0.1% | +588 | New | Holders |