NWAM LLC

Position in CAT — Caterpillar Inc

CIK 1655006 MERCER ISLAND, WA

Position in CAT

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$6,384,075

+$2,492,505 QoQ

Shares Held

5,995

+9.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.65%

of 13F equity value

Holder Rank

#1,087

of 4,031 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

NWAM LLC holds $11,828,104 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (54.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	5,995	$6,384,075
2	PCAR	Paccar Inc	40,120	$4,819,214
3	DE	Deere & Co	985	$624,815

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,384,075	5,995	+9.1%	Shares	Sole	2026-07-23
2026-03-31	$3,891,570	5,493	+10.9%	Shares	Sole	2026-05-04
2025-12-31	$2,836,852	4,952	+0.9%	Shares	Sole	2026-02-04
2025-09-30	$2,342,329	4,909	+5.4%	Shares	Sole	2026-02-04
2025-06-30	$1,807,505	4,656	-2.8%	Shares	Sole	2026-02-04
2025-03-31	$1,580,401	4,792	-0.2%	Shares	Sole	2025-05-05
2024-12-31	$1,742,699	4,804	+0.0%	Shares	Sole	2025-02-05
2024-09-30	$1,878,158	4,802	+9.6%	Shares	Sole	2024-11-12
2024-06-30	$1,459,311	4,381	+16.1%	Shares	Sole	2024-07-24
2024-03-31	$1,382,906	3,774	-10.7%	Shares	Sole	2024-05-09
2023-12-31	$1,249,205	4,225	+105.7%	Shares	Sole	2024-02-14
2023-09-30	$560,742	2,054	-44.0%	Shares	Sole	2023-11-01
2023-06-30	$902,019	3,666	+64.9%	Shares	Sole	2023-08-10
2023-03-31	$508,711	2,223	-42.7%	Shares	Sole	2023-05-12
2022-12-31	$928,774	3,877	-4.1%	Shares	Sole	2023-02-08
2022-09-30	$663,539	4,044	+10.0%	Shares	Sole	2022-11-14
2022-06-30	$657,300	3,677	-4.1%	Shares	Sole	2022-08-10
2022-03-31	$854,737	3,836	-4.1%	Shares	Sole	2022-05-12
2021-12-31	$826,546	3,998	-14.0%	Shares	Sole	2022-02-10
2021-09-30	$892,084	4,647	+13.3%	Shares	Sole	2021-11-03
2021-06-30	$892,283	4,100	+1.9%	Shares	Sole	2021-08-04
2021-03-31	$932,813	4,023	+1.1%	Shares	Sole	2021-04-23
2020-12-31	$724,257	3,979	-8.5%	Shares	Sole	2021-01-22
2020-06-30	$550,275	4,350	+32.2%	Shares	Sole	2020-07-21
2020-03-31	$381,771	3,290	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.