Ownership history in Nicholas Wealth, LLC. · 9 quarters on record
This page tracks every 13F SEC filing in which Nicholas Wealth, LLC. reported a position in CATERPILLAR INC (CAT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 4,142 | +485 | +13.3% | 0.82% | $2.0M | $474.67 |
| 2025 Q2 | ADDED | 3,657 | +97 | +2.7% | 0.69% | $1.4M | $384.78 |
| 2025 Q1 | ADDED | 3,560 | +504 | +16.5% | 0.68% | $1.2M | $325.32 |
| 2024 Q4 | ADDED | 3,056 | +592 | +24.0% | 0.60% | $1.1M | $356.53 |
| 2024 Q3 | ADDED | 2,464 | +448 | +22.2% | 0.60% | $964K | $383.03 |
| 2024 Q2 | ADDED | 2,016 | +560 | +38.5% | 0.47% | $671K | $324.88 |
| 2024 Q1 | ADDED | 1,456 | +279 | +23.7% | 0.40% | $533K | $356.09 |
| 2023 Q4 | ADDED | 1,177 | +117 | +11.0% | 0.29% | $345K | $286.00 |
| 2023 Q3 | INITIATED | 1,060 | — | — | 0.27% | $289K | — |
As of 2025 Q4 — sorted by position size