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NBC Securities’s Caterpillar CAT Stock Holding History

NBC Securities’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 		$4.47M Buy
4,198
+21
+0.5% +$18.4K 0.3% 70
2026
Q1 		$2.96M Sell
4,177
-118
-3% -$81.7K 0.22% 99
2025
Q4 		$2.46M Buy
4,295
+51
+1% +$28.3K 0.18% 121
2025
Q3 		$2.03M Sell
4,244
-112
-3% -$47.8K 0.16% 145
2025
Q2 		$1.69M Sell
4,356
-20
-0.5% -$6.67K 0.14% 181
2025
Q1 		$1.44M Buy
4,376
+4,370
+72,833% +$1.56M 0.12% 182
2024
Q4 		$2.23K Sell
6
-6,506
-100% -$2.52M 0.2% 107
2024
Q3 		$2.55M Sell
6,512
-282
-4% -$97.4K 0.21% 99
2024
Q2 		$2.26M Buy
6,794
+401
+6% +$139K 0.21% 104
2024
Q1 		$2.34M Sell
6,393
-342
-5% -$109K 0.22% 99
2023
Q4 		$1.99M Buy
6,735
+12
+0.2% +$3.11K 0.2% 106
2023
Q3 		$1.83M Buy
+6,723
New +$1.82M 0.2% 105

Other funds holding CAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

NBC Securities's CAT Position: Q2 2026 in Review

NBC Securities increased its Caterpillar (CAT) stake by 0.5% in Q2 2026, buying an estimated $18.4K and bringing the position to 4,198 shares worth $4.47M. The position accounts for 0.3% of the portfolio, ranked #70.

NBC Securities first reported a position in CAT in Q3 2023 and has held it in 12 quarters since. 901 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • NBC Securities held 4,198 shares of Caterpillar worth $4.47M as of Q2 2026.
  • NBC Securities bought 21 Caterpillar shares in Q2 2026, an estimated $18.4K.
  • Caterpillar made up 0.3% of NBC Securities's portfolio in Q2 2026, its #70 holding.
  • NBC Securities first reported a position in Caterpillar in Q3 2023 and has held it in 12 quarters since.
  • 901 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.