Navalign LLC’s Caterpillar CAT Stock Holding History

Navalign LLC’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	$394K	Hold	370	–	–	0.09%	101
2026 Q1	$262K	Hold	370	–	–	0.07%	110
2025 Q4	$212K	Buy	+370	New	+$206K	0.05%	118

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Navalign LLC's CAT Position: Q2 2026 in Review

Navalign LLC held its Caterpillar (CAT) position steady in Q2 2026 at 370 shares worth $394K. The position accounts for 0.09% of the portfolio, ranked #101.

Navalign LLC first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 2,716 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Navalign LLC held 370 shares of Caterpillar worth $394K as of Q2 2026.
Navalign LLC left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.09% of Navalign LLC's portfolio in Q2 2026, its #101 holding.
Navalign LLC first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
2,716 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Navalign LLC's 13F filing for Q2 2026, filed 28 Jul 2026.