Northwest Quadrant Wealth Management, LLC

Position in CAT — Caterpillar Inc

CIK 1697767 BEND, OR

Back to CAT Full portfolio

Position in CAT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$3,836,834

+$1,253,081 QoQ

Shares Held

3,603

-1.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

8.21%

of 13F equity value

Holder Rank

#1,396

of 4,031 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in CAT Over Time

Shares Held

Position Value (USD)

Position in Farm & Heavy Construction Machinery

Industrials · as of Jun 30, 2026

Northwest Quadrant Wealth Management, LLC holds $5,908,499 across 3 Farm & Heavy Construction Machinery names. CAT ranks #1 (64.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc This page	3,603	$3,836,834
2	DE	Deere & Co	2,285	$1,449,444
3	PCAR	Paccar Inc	5,180	$622,221

All Filings in CAT

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,836,834	3,603	-1.2%	Shares	Sole	2026-08-13
2026-03-31	$2,583,753	3,647	-3.5%	Shares	Sole	2026-05-11
2025-12-31	$2,165,448	3,780	+0.2%	Shares	Sole	2026-01-23
2025-09-30	$1,799,332	3,771	-2.3%	Shares	Sole	2025-11-12
2025-06-30	$1,498,490	3,860	+0.3%	Shares	Sole	2025-07-29
2025-03-31	$1,268,740	3,847	-0.5%	Shares	Sole	2025-05-12
2024-12-31	$1,402,792	3,867	+2.8%	Shares	Sole	2025-02-14
2024-09-30	$1,471,784	3,763	+0.3%	Shares	Sole	2024-10-04
2024-06-30	$1,249,458	3,751	-14.6%	Shares	Sole	2024-07-12
2024-03-31	$1,608,994	4,391	+0.3%	Shares	Sole	2024-04-12
2023-12-31	$1,293,851	4,376	+0.4%	Shares	Sole	2024-01-10
2023-09-30	$1,189,461	4,357	-0.4%	Shares	Sole	2023-10-11
2023-06-30	$1,075,976	4,373	+1.0%	Shares	Sole	2023-08-03
2023-03-31	$990,419	4,328	+0.4%	Shares	Sole	2023-04-11
2022-12-31	$1,032,743	4,311	+0.4%	Shares	Sole	2023-01-31
2022-09-30	$704,231	4,292	+0.5%	Shares	Sole	2022-10-12
2022-06-30	$763,305	4,270	+0.5%	Shares	Sole	2022-08-04
2022-03-31	$946,985	4,250	-6.3%	Shares	Sole	2022-04-08
2021-12-31	$937,359	4,534	-3.5%	Shares	Sole	2022-01-26
2021-09-30	$902,067	4,699	-1.2%	Shares	Sole	2021-10-13
2021-06-30	$1,035,048	4,756	-2.0%	Shares	Sole	2021-07-20
2021-03-31	$1,125,728	4,855	-1.4%	Shares	Sole	2021-04-14
2020-12-31	$895,902	4,922	-5.1%	Shares	Sole	2021-01-22
2020-09-30	$773,491	5,186	+0.6%	Shares	Sole	2020-10-13
2020-06-30	$651,981	5,154	-2.6%	Shares	Sole	2020-07-09
2020-03-31	$614,083	5,292	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.