NCM
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Nearwater Capital Markets’s Caterpillar CAT Stock Holding History

Nearwater Capital Markets’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 		$108M Buy
+152,000
New +$105M 2.54% 10
2025
Q4 		– Sell
-4,000
Closed -$1.91M – 118
2025
Q3 		$1.91M Buy
+4,000
New +$1.71M 0.03% 143

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

Nearwater Capital Markets's CAT Position: Q1 2026 in Review

Nearwater Capital Markets opened a new position in Caterpillar (CAT) in Q1 2026: 152,000 shares worth $108M. The stake represents 2.54% of the portfolio and ranks #10 among its holdings. This is a return to the name: Nearwater Capital Markets previously reported a position in CAT as recently as Q3 2025.

Nearwater Capital Markets first reported a position in CAT in Q3 2025 and has held it in 2 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Nearwater Capital Markets held 152,000 shares of Caterpillar worth $108M as of Q1 2026.
  • Caterpillar was a new Nearwater Capital Markets position in Q1 2026.
  • Caterpillar made up 2.54% of Nearwater Capital Markets's portfolio in Q1 2026, its #10 holding.
  • Nearwater Capital Markets first reported a position in Caterpillar in Q3 2025 and has held it in 2 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Nearwater Capital Markets's 13F filing for Q1 2026, filed 15 May 2026.