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National Philanthropic Trust’s Caterpillar CAT Stock Holding History

National Philanthropic Trust’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 		$567K Buy
532
+57
+12% +$50.1K 0.01% 290
2026
Q1 		$337K Sell
475
-146
-24% -$101K ﹤0.01% 303
2025
Q4 		$356K Buy
+621
New +$345K ﹤0.01% 310

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

National Philanthropic Trust's CAT Position: Q2 2026 in Review

National Philanthropic Trust increased its Caterpillar (CAT) stake by 12% in Q2 2026, buying an estimated $50.1K and bringing the position to 532 shares worth $567K. The position accounts for 0.01% of the portfolio, ranked #290.

National Philanthropic Trust first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 3,898 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • National Philanthropic Trust held 532 shares of Caterpillar worth $567K as of Q2 2026.
  • National Philanthropic Trust bought 57 Caterpillar shares in Q2 2026, an estimated $50.1K.
  • Caterpillar made up 0.01% of National Philanthropic Trust's portfolio in Q2 2026, its #290 holding.
  • National Philanthropic Trust first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 3,898 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on National Philanthropic Trust's 13F filing for Q2 2026, filed 14 Aug 2026.