Neumann Capital Management
CAT icon

Neumann Capital Management’s Caterpillar CAT Stock Holding History

Neumann Capital 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
Q3 		– Sell
-203
Closed -$216K – 106
2026
Q2 		$216K Buy
+203
New +$178K 0.14% 56

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KBC Group
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Neumann Capital Management's CAT Position: Q3 2026 in Review

Neumann Capital Management sold out of Caterpillar (CAT) in Q3 2026, closing a stake of 203 shares — an estimated $216K sold.

Neumann Capital Management first reported a position in CAT in Q2 2026 and held it in 1 quarter. The position peaked at $216K in Q2 2026. 1,516 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Neumann Capital Management reported no remaining Caterpillar position as of Q3 2026 after selling out during the quarter.
  • Neumann Capital Management sold 203 Caterpillar shares in Q3 2026, an estimated $216K.
  • Neumann Capital Management first reported a position in Caterpillar in Q2 2026 and held it in 1 quarter.
  • Neumann Capital Management's Caterpillar position peaked at $216K in Q2 2026.
  • 1,516 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Neumann Capital Management's 13F filing for Q3 2026, filed 15 Oct 2026.