NW
CAT icon

Naviter Wealth’s Caterpillar CAT Stock Holding History

Naviter Wealth’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
Q1 		$5.46M Buy
7,708
+29
+0.4% +$20.1K 0.68% 29
2025
Q4 		$4.4M Sell
7,679
-772
-9% -$429K 0.57% 36
2025
Q3 		$4.03M Buy
8,451
+81
+1% +$34.6K 0.47% 48
2025
Q2 		$3.25M Sell
8,370
-207
-2% -$69K 0.4% 61
2025
Q1 		$2.83M Buy
8,577
+40
+0.5% +$14.2K 0.34% 74
2024
Q4 		$3.1M Buy
8,537
+2,787
+48% +$1.08M 0.37% 65
2024
Q3 		$2.25M Sell
5,750
-61
-1% -$21.1K 0.31% 85
2024
Q2 		$1.94M Buy
5,811
+57
+1% +$19.8K 0.29% 99
2024
Q1 		$2.11M Sell
5,754
-257
-4% -$82.1K 0.34% 78
2023
Q4 		$1.78M Buy
6,011
+937
+18% +$243K 0.36% 75
2023
Q3 		$1.39M Buy
5,074
+139
+3% +$37.7K 0.33% 75
2023
Q2 		$1.21M Buy
4,935
+613
+14% +$137K 0.31% 85
2023
Q1 		$989K Buy
+4,322
New +$1.04M 0.35% 84

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Naviter Wealth's CAT Position: Q1 2026 in Review

Naviter Wealth increased its Caterpillar (CAT) stake by 0.38% in Q1 2026, buying an estimated $20.1K and bringing the position to 7,708 shares worth $5.46M. The position accounts for 0.68% of the portfolio, ranked #29.

Naviter Wealth first reported a position in CAT in Q1 2023 and has held it in 13 quarters since. 3,737 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Naviter Wealth held 7,708 shares of Caterpillar worth $5.46M as of Q1 2026.
  • Naviter Wealth bought 29 Caterpillar shares in Q1 2026, an estimated $20.1K.
  • Caterpillar made up 0.68% of Naviter Wealth's portfolio in Q1 2026, its #29 holding.
  • Naviter Wealth first reported a position in Caterpillar in Q1 2023 and has held it in 13 quarters since.
  • 3,737 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Naviter Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.