Neuberger Berman Group
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Neuberger Berman Group’s Caterpillar CAT Stock Holding History

Neuberger Berman Group’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
2018
Q4 		– Sell
-1,500
Closed -$1.03M – 1590
2018
Q3 		$1.03M Buy
+1,500
New +$212K ﹤0.01% 1185

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

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.