Neuberger Berman Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $613M | Buy |
865,879
+15,654
| +2% | +$10.8M | 0.47% | 35 |
|
|
2025
Q4 | $487M | Sell |
850,225
-8,254
| -1% | -$4.59M | 0.36% | 46 |
|
|
2025
Q3 | $410M | Sell |
858,479
-37,325
| -4% | -$15.9M | 0.3% | 63 |
|
|
2025
Q2 | $348M | Sell |
895,804
-155,788
| -15% | -$51.9M | 0.27% | 78 |
|
|
2025
Q1 | $347M | Sell |
1,051,592
-22,135
| -2% | -$7.88M | 0.29% | 71 |
|
|
2024
Q4 | $390M | Buy |
1,073,727
+1,358
| +0.1% | +$527K | 0.31% | 66 |
|
|
2024
Q3 | $419M | Buy |
1,072,369
+567,118
| +112% | +$196M | 0.33% | 63 |
|
|
2024
Q2 | $168M | Sell |
505,251
-50,021
| -9% | -$17.3M | 0.14% | 187 |
|
|
2024
Q1 | $203M | Buy |
555,272
+5,574
| +1% | +$1.78M | 0.17% | 160 |
|
|
2023
Q4 | $163M | Sell |
549,698
-7,559
| -1% | -$1.96M | 0.14% | 191 |
|
|
2023
Q3 | $152M | Sell |
557,257
-280,234
| -33% | -$76M | 0.14% | 186 |
|
|
2023
Q2 | $206M | Sell |
837,491
-697,811
| -45% | -$156M | 0.18% | 144 |
|
|
2023
Q1 | $351M | Buy |
1,535,302
+181,795
| +13% | +$44M | 0.33% | 71 |
|
|
2022
Q4 | $324M | Buy |
1,353,507
+900,974
| +199% | +$196M | 0.32% | 74 |
|
|
2022
Q3 | $74.5M | Sell |
452,533
-198,743
| -31% | -$36.3M | 0.08% | 322 |
|
|
2022
Q2 | $117M | Sell |
651,276
-214,618
| -25% | -$45.2M | 0.12% | 246 |
|
|
2022
Q1 | $193M | Sell |
865,894
-363,903
| -30% | -$76.3M | 0.16% | 177 |
|
|
2021
Q4 | $253M | Buy |
1,229,797
+374,337
| +44% | +$75.4M | 0.2% | 142 |
|
|
2021
Q3 | $163M | Buy |
855,460
+28,575
| +3% | +$5.95M | 0.14% | 217 |
|
|
2021
Q2 | $179M | Sell |
826,885
-147,880
| -15% | -$34.2M | 0.16% | 196 |
|
|
2021
Q1 | $226M | Sell |
974,765
-1,665
| -0.2% | -$345K | 0.22% | 137 |
|
|
2020
Q4 | $178M | Buy |
976,430
+144,723
| +17% | +$24.5M | 0.18% | 161 |
|
|
2020
Q3 | $124M | Buy |
831,707
+30,271
| +4% | +$4.25M | 0.15% | 196 |
|
|
2020
Q2 | $101M | Buy |
801,436
+86,070
| +12% | +$10.2M | 0.13% | 223 |
|
|
2020
Q1 | $83M | Buy |
715,366
+136,505
| +24% | +$17.4M | 0.13% | 222 |
|
|
2019
Q4 | $85.5M | Buy |
578,861
+561,366
| +3,209% | +$78.3M | 0.1% | 284 |
|
|
2019
Q3 | $2.21M | Buy |
17,495
+2,042
| +13% | +$259K | ﹤0.01% | 989 |
|
|
2019
Q2 | $2.11M | Sell |
15,453
-167,504
| -92% | -$22.1M | ﹤0.01% | 1019 |
|
|
2019
Q1 | $24.8M | Buy |
182,957
+158,159
| +638% | +$21M | 0.03% | 551 |
|
|
2018
Q4 | $3.15M | Sell |
24,798
-108,659
| -81% | -$14.1M | ﹤0.01% | 904 |
|
|
2018
Q3 | $20.4M | Buy |
133,457
+108,642
| +438% | +$15.4M | 0.02% | 642 |
|
|
2018
Q2 | $3.37M | Sell |
24,815
-307
| -1% | -$45.9K | ﹤0.01% | 972 |
|
|
2018
Q1 | $3.7M | Sell |
25,122
-5,904
| -19% | -$932K | ﹤0.01% | 933 |
|
|
2017
Q4 | $4.89M | Sell |
31,026
-12,079
| -28% | -$1.68M | 0.01% | 878 |
|
|
2017
Q3 | $5.38M | Sell |
43,105
-151,436
| -78% | -$17.4M | 0.01% | 847 |
|
|
2017
Q2 | $20.9M | Sell |
194,541
-89,610
| -32% | -$9.1M | 0.03% | 596 |
|
|
2017
Q1 | $26.4M | Sell |
284,151
-192,298
| -40% | -$18.2M | 0.03% | 534 |
|
|
2016
Q4 | $44.2M | Sell |
476,449
-45,103
| -9% | -$4.09M | 0.06% | 410 |
|
|
2016
Q3 | $46.3M | Sell |
521,552
-332,850
| -39% | -$27.2M | 0.06% | 396 |
|
|
2016
Q2 | $64.8M | Sell |
854,402
-93,047
| -10% | -$6.97M | 0.09% | 302 |
|
|
2016
Q1 | $72.5M | Buy |
947,449
+99,415
| +12% | +$6.67M | 0.1% | 288 |
|
|
2015
Q4 | $57.6M | Buy |
848,034
+807,520
| +1,993% | +$56.5M | 0.08% | 334 |
|
|
2015
Q3 | $2.65M | Sell |
40,514
-54,704
| -57% | -$4.18M | ﹤0.01% | 982 |
|
|
2015
Q2 | $8.08M | Sell |
95,218
-120,747
| -56% | -$10.4M | 0.01% | 862 |
|
|
2015
Q1 | $17.3M | Sell |
215,965
-26,062
| -11% | -$2.17M | 0.02% | 731 |
|
|
2014
Q4 | $22.2M | Sell |
242,027
-20,103
| -8% | -$1.96M | 0.02% | 645 |
|
|
2014
Q3 | $26M | Sell |
262,130
-4,759
| -2% | -$504K | 0.03% | 598 |
|
|
2014
Q2 | $29M | Sell |
266,889
-18,427
| -6% | -$1.93M | 0.03% | 563 |
|
|
2014
Q1 | $28.4M | Buy |
285,316
+39,116
| +16% | +$3.69M | 0.03% | 555 |
|
|
2013
Q4 | $22.4M | Buy |
246,200
+194,216
| +374% | +$16.6M | 0.02% | 606 |
|
|
2013
Q3 | $4.33M | Sell |
51,984
-18,388
| -26% | -$1.56M | ﹤0.01% | 920 |
|
|
2013
Q2 | $5.8M | Buy |
+70,372
| New | +$5.98M | 0.01% | 861 |
|
Other funds holding CAT
VCM
VPM
Neuberger Berman Group's CAT Position: Q1 2026 in Review
Neuberger Berman Group increased its Caterpillar (CAT) stake by 1.8% in Q1 2026, buying an estimated $10.8M and bringing the position to 865,879 shares worth $613M. The position accounts for 0.47% of the portfolio, ranked #35.
Neuberger Berman Group first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. 3,736 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- Neuberger Berman Group held 865,879 shares of Caterpillar worth $613M as of Q1 2026.
- Neuberger Berman Group bought 15,654 Caterpillar shares in Q1 2026, an estimated $10.8M.
- Caterpillar made up 0.47% of Neuberger Berman Group's portfolio in Q1 2026, its #35 holding.
- Neuberger Berman Group first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
- 3,736 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on Neuberger Berman Group's 13F filing for Q1 2026, filed 14 May 2026.