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NWM Advisors, LLC

SEC CIK
0002098824
Latest filing
Aug 28, 2026

CAT holding history

Caterpillar Inc in every 13F filed by NWM Advisors, LLC, 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)
401
Value
$427.0K
% of portfolio
0.3%
Quarters held
3
Since Q4 2025
Holdings of CAT by NWM Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026401$427.0K0.3%00.0%UnchangedHolders
Q1 2026401$284.1K0.3%00.0%UnchangedHolders
Q4 2025401$229.7K0.2%–No prior filingHolders