Navalign LLC
CAT icon

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
Q3 		$300K Hold
370
– – 0.07% 102
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Navalign LLC's CAT Position: Q3 2026 in Review

Navalign LLC held its Caterpillar (CAT) position steady in Q3 2026 at 370 shares worth $300K. The position accounts for 0.07% of the portfolio, ranked #102.

Navalign LLC first reported a position in CAT in Q4 2025 and has held it in 4 quarters since. The position peaked at $394K in Q2 2026. 2,734 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Navalign LLC held 370 shares of Caterpillar worth $300K as of Q3 2026.
  • Navalign LLC left its Caterpillar share count unchanged in Q3 2026.
  • Caterpillar made up 0.07% of Navalign LLC's portfolio in Q3 2026, its #102 holding.
  • Navalign LLC first reported a position in Caterpillar in Q4 2025 and has held it in 4 quarters since.
  • Navalign LLC's Caterpillar position peaked at $394K in Q2 2026.
  • 2,734 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Navalign LLC's 13F filing for Q3 2026, filed 9 Nov 2026.