NRD
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Nebula Research & Development’s Caterpillar CAT Stock Holding History

Nebula Research & Development’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
2025
Q2 		– Sell
-3,775
Closed -$1.24M – 973
2025
Q1 		$1.24M Buy
+3,775
New +$1.34M 0.12% 299
2024
Q3 		– Sell
-3,171
Closed -$1.06M – 951
2024
Q2 		$1.06M Buy
+3,171
New +$1.1M 0.17% 204

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
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
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Nebula Research & Development's CAT Position: Q2 2025 in Review

Nebula Research & Development sold out of Caterpillar (CAT) in Q2 2025, closing a stake of 3,775 shares — an estimated $1.24M sold.

Nebula Research & Development first reported a position in CAT in Q2 2024 and held it in 2 quarters. The position peaked at $1.24M in Q1 2025. 3,015 funds tracked by Wall St. Rank hold CAT as of Q2 2025.

  • Nebula Research & Development reported no remaining Caterpillar position as of Q2 2025 after selling out during the quarter.
  • Nebula Research & Development sold 3,775 Caterpillar shares in Q2 2025, an estimated $1.24M.
  • Nebula Research & Development first reported a position in Caterpillar in Q2 2024 and held it in 2 quarters.
  • Nebula Research & Development's Caterpillar position peaked at $1.24M in Q1 2025.
  • 3,015 funds tracked by Wall St. Rank held Caterpillar as of Q2 2025.

Based on Nebula Research & Development's 13F filing for Q2 2025, filed 14 Aug 2025.