Neuberger Berman Group
CAT icon

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 $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

Neuberger Berman Group's CAT Position: Q2 2026 in Review

Neuberger Berman Group reduced its Caterpillar (CAT) stake by 6.4% in Q2 2026, selling an estimated $48.8M and leaving 810,361 shares worth $862M. The position accounts for 0.57% of the portfolio, ranked #24.

Neuberger Berman Group first reported a position in CAT in Q2 2013 and has held it in 53 quarters since. 4,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Neuberger Berman Group held 810,361 shares of Caterpillar worth $862M as of Q2 2026.
  • Neuberger Berman Group sold 55,518 Caterpillar shares in Q2 2026, an estimated $48.8M.
  • Caterpillar made up 0.57% of Neuberger Berman Group's portfolio in Q2 2026, its #24 holding.
  • Neuberger Berman Group first reported a position in Caterpillar in Q2 2013 and has held it in 53 quarters since.
  • 4,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Neuberger Berman Group's 13F filing for Q2 2026, filed 13 Aug 2026.