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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
Q2 		$10.7M Buy
10,011
+2,303
+30% +$2.02M 0.97% 23
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Naviter Wealth's CAT Position: Q2 2026 in Review

Naviter Wealth increased its Caterpillar (CAT) stake by 30% in Q2 2026, buying an estimated $2.02M and bringing the position to 10,011 shares worth $10.7M. The position accounts for 0.97% of the portfolio, ranked #23.

Naviter Wealth first reported a position in CAT in Q1 2023 and has held it in 14 quarters since. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Naviter Wealth held 10,011 shares of Caterpillar worth $10.7M as of Q2 2026.
  • Naviter Wealth bought 2,303 Caterpillar shares in Q2 2026, an estimated $2.02M.
  • Caterpillar made up 0.97% of Naviter Wealth's portfolio in Q2 2026, its #23 holding.
  • Naviter Wealth first reported a position in Caterpillar in Q1 2023 and has held it in 14 quarters since.
  • 4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.