NIM
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NEOS Investment Management’s Caterpillar CAT Stock Holding History

NEOS Investment Management’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 		$80.1M Buy
75,223
+7,840
+12% +$6.89M 0.3% 56
2026
Q1 		$47.7M Sell
67,383
-27,476
-29% -$19M 0.24% 73
2025
Q4 		$54.3M Buy
94,859
+13,071
+16% +$7.26M 0.31% 59
2025
Q3 		$39M Buy
81,788
+31,588
+63% +$13.5M 0.29% 66
2025
Q2 		$19.5M Buy
50,200
+99
+0.2% +$33K 0.24% 79
2025
Q1 		$16.5M Buy
50,101
+11,628
+30% +$4.14M 0.31% 63
2024
Q4 		$14M Buy
38,473
+4,035
+12% +$1.56M 0.33% 54
2024
Q3 		$13.5M Buy
34,438
+8,850
+35% +$3.06M 0.41% 48
2024
Q2 		$8.52M Buy
25,588
+11,042
+76% +$3.83M 0.35% 51
2024
Q1 		$5.33M Buy
14,546
+1,863
+15% +$595K 0.33% 59
2023
Q4 		$3.75M Buy
12,683
+1,598
+14% +$415K 0.36% 55
2023
Q3 		$3.03M Buy
+11,085
New +$3.01M 0.39% 53

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

NEOS Investment Management's CAT Position: Q2 2026 in Review

NEOS Investment Management increased its Caterpillar (CAT) stake by 12% in Q2 2026, buying an estimated $6.89M and bringing the position to 75,223 shares worth $80.1M. The position accounts for 0.3% of the portfolio, ranked #56.

NEOS Investment Management first reported a position in CAT in Q3 2023 and has held it in 12 quarters since. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • NEOS Investment Management held 75,223 shares of Caterpillar worth $80.1M as of Q2 2026.
  • NEOS Investment Management bought 7,840 Caterpillar shares in Q2 2026, an estimated $6.89M.
  • Caterpillar made up 0.3% of NEOS Investment Management's portfolio in Q2 2026, its #56 holding.
  • NEOS Investment Management first reported a position in Caterpillar in Q3 2023 and has held it in 12 quarters since.
  • 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.