N.E.W. Advisory Services’s Caterpillar CAT Stock Holding History

N.E.W. Advisory Services’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$731K	Sell	686 -349	-34%	-$307K	0.05%	123
2026 Q1	$734K	Buy	1,035 +8	+0.8%	+$5.54K	0.05%	118
2025 Q4	$588K	Hold	1,027	–	–	0.04%	125
2025 Q3	$490K	Hold	1,027	–	–	0.04%	119
2025 Q2	$399K	Sell	1,027 -78	-7%	-$26K	0.04%	128
2025 Q1	$365K	Buy	1,105 +79	+8%	+$28.1K	0.03%	155
2024 Q4	$372K	Sell	1,026 -403	-28%	-$156K	0.04%	136
2024 Q3	$559K	Sell	1,429 -13	-0.9%	-$4.49K	0.06%	102
2024 Q2	$481K	Hold	1,442	–	–	0.05%	104
2024 Q1	$529K	Sell	1,442 -41	-3%	-$13.1K	0.06%	100
2023 Q4	$438K	Sell	1,483 -55	-4%	-$14.3K	0.05%	108
2023 Q3	$420K	Sell	1,538 -217	-12%	-$58.9K	0.06%	101
2023 Q2	$432K	Sell	1,755 -446	-20%	-$99.4K	0.06%	90
2023 Q1	$504K	Sell	2,201 -54	-2%	-$13.1K	0.07%	84
2022 Q4	$540K	Sell	2,255 -33	-1%	-$7.18K	0.08%	75
2022 Q3	$375K	Buy	2,288 +652	+40%	+$119K	0.07%	84
2022 Q2	$292K	Buy	1,636 +257	+19%	+$54.2K	0.05%	97
2022 Q1	$320K	Sell	1,379 -811	-37%	-$170K	0.06%	101
2021 Q4	$453K	Buy	2,190 +61	+3%	+$12.3K	0.07%	90
2021 Q3	$409K	Buy	2,129 +153	+8%	+$31.9K	0.07%	91
2021 Q2	$430K	Buy	1,976 +611	+45%	+$141K	0.07%	90
2021 Q1	$317K	Buy	+1,365	New	+$283K	0.06%	102

Other funds holding CAT

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

N.E.W. Advisory Services's CAT Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its Caterpillar (CAT) stake by 34% in Q2 2026, selling an estimated $307K and leaving 686 shares worth $731K. The position accounts for 0.05% of the portfolio, ranked #123.

N.E.W. Advisory Services first reported a position in CAT in Q1 2021 and has held it in 22 quarters since. The position peaked at $734K in Q1 2026. 2,543 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

N.E.W. Advisory Services held 686 shares of Caterpillar worth $731K as of Q2 2026.
N.E.W. Advisory Services sold 349 Caterpillar shares in Q2 2026, an estimated $307K.
Caterpillar made up 0.05% of N.E.W. Advisory Services's portfolio in Q2 2026, its #123 holding.
N.E.W. Advisory Services first reported a position in Caterpillar in Q1 2021 and has held it in 22 quarters since.
N.E.W. Advisory Services's Caterpillar position peaked at $734K in Q1 2026.
2,543 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.