NCP Inc’s Caterpillar CAT Stock Holding History

NCP Inc’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	–	Sell	-28	Closed	-$19.8K	–	79
2026 Q1	$19.8K	Hold	28	–	–	0.03%	58
2025 Q4	$16K	Buy	+28	New	+$15.6K	0.01%	112

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

NCP Inc's CAT Position: Q2 2026 in Review

NCP Inc sold out of Caterpillar (CAT) in Q2 2026, closing a stake of 28 shares — an estimated $19.8K sold.

NCP Inc first reported a position in CAT in Q4 2025 and held it in 2 quarters. The position peaked at $19.8K in Q1 2026. 4,033 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

NCP Inc reported no remaining Caterpillar position as of Q2 2026 after selling out during the quarter.
NCP Inc sold 28 Caterpillar shares in Q2 2026, an estimated $19.8K.
NCP Inc first reported a position in Caterpillar in Q4 2025 and held it in 2 quarters.
NCP Inc's Caterpillar position peaked at $19.8K in Q1 2026.
4,033 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on NCP Inc's 13F filing for Q2 2026, filed 13 Aug 2026.