NCM
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Narwhal Capital Management’s Caterpillar CAT Stock Holding History

Narwhal Capital Management’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 		$23.6M Sell
22,180
-1,006
-4% -$884K 1.63% 15
2026
Q1 		$16.4M Buy
23,186
+1,479
+7% +$1.02M 1.21% 21
2025
Q4 		$12.4M Sell
21,707
-1,155
-5% -$642K 0.9% 29
2025
Q3 		$10.9M Sell
22,862
-3,340
-13% -$1.43M 0.81% 35
2025
Q2 		$10.2M Buy
26,202
+1,600
+7% +$533K 0.82% 32
2025
Q1 		$8.11M Sell
24,602
-207
-0.8% -$73.7K 0.72% 39
2024
Q4 		$9M Buy
24,809
+2,235
+10% +$867K 0.8% 31
2024
Q3 		$8.83M Sell
22,574
-2,892
-11% -$999K 0.79% 34
2024
Q2 		$8.48M Sell
25,466
-1,184
-4% -$411K 0.8% 35
2024
Q1 		$9.77M Buy
26,650
+3,924
+17% +$1.25M 0.96% 30
2023
Q4 		$6.72M Sell
22,726
-990
-4% -$257K 0.73% 38
2023
Q3 		$6.47M Buy
23,716
+401
+2% +$109K 0.79% 36
2023
Q2 		$5.74M Buy
23,315
+2,211
+10% +$493K 0.67% 43
2023
Q1 		$4.83M Buy
21,104
+72
+0.3% +$17.4K 0.6% 48
2022
Q4 		$5.04M Sell
21,032
-1,235
-6% -$269K 0.67% 42
2022
Q3 		$3.65M Buy
22,267
+13,012
+141% +$2.38M 0.53% 51
2022
Q2 		$1.65M Buy
9,255
+4,565
+97% +$962K 0.23% 78
2022
Q1 		$1.04M Buy
+4,690
New +$984K 0.12% 95
2016
Q2 		– Sell
-26,975
Closed -$2.06M – 133
2016
Q1 		$2.06M Sell
26,975
-2,040
-7% -$137K 0.67% 52
2015
Q4 		$1.97M Sell
29,015
-1,200
-4% -$83.9K 0.68% 54
2015
Q3 		$1.98M Buy
30,215
+4,090
+16% +$313K 0.74% 45
2015
Q2 		$2.22M Buy
26,125
+75
+0.3% +$6.45K 0.81% 42
2015
Q1 		$2.08M Buy
26,050
+1,775
+7% +$147K 0.76% 47
2014
Q4 		$2.22M Buy
24,275
+2,650
+12% +$258K 0.86% 38
2014
Q3 		$2.14M Hold
21,625
– – 0.86% 40
2014
Q2 		$2.35M Buy
21,625
+100
+0.5% +$10.5K 0.9% 35
2014
Q1 		$2.14M Buy
21,525
+2,650
+14% +$250K 0.89% 36
2013
Q4 		$1.71M Sell
18,875
-350
-2% -$29.9K 0.71% 52
2013
Q3 		$1.6M Buy
19,225
+775
+4% +$65.5K 0.77% 52
2013
Q2 		$1.52M Buy
+18,450
New +$1.57M 0.73% 56

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Narwhal Capital Management's CAT Position: Q2 2026 in Review

Narwhal Capital Management reduced its Caterpillar (CAT) stake by 4.3% in Q2 2026, selling an estimated $884K and leaving 22,180 shares worth $23.6M. The position accounts for 1.63% of the portfolio, ranked #15.

Narwhal Capital Management first reported a position in CAT in Q2 2013 and has held it in 30 quarters since. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Narwhal Capital Management held 22,180 shares of Caterpillar worth $23.6M as of Q2 2026.
  • Narwhal Capital Management sold 1,006 Caterpillar shares in Q2 2026, an estimated $884K.
  • Caterpillar made up 1.63% of Narwhal Capital Management's portfolio in Q2 2026, its #15 holding.
  • Narwhal Capital Management first reported a position in Caterpillar in Q2 2013 and has held it in 30 quarters since.
  • 1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Narwhal Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.