NAAA
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New Age Alpha Advisors’s Caterpillar CAT Stock Holding History

New Age Alpha Advisors’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
Q1 		$9.24M Sell
13,037
-513
-4% -$355K 0.43% 42
2025
Q4 		$7.76M Sell
13,550
-5,053
-27% -$2.81M 0.33% 67
2025
Q3 		$8.88M Sell
18,603
-1,429
-7% -$610K 0.37% 51
2025
Q2 		$7.78M Sell
20,032
-442
-2% -$147K 0.34% 64
2025
Q1 		$6.75M Sell
20,474
-7,279
-26% -$2.59M 0.3% 82
2024
Q4 		$10.1M Buy
+27,753
New +$10.8M 0.41% 49

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

New Age Alpha Advisors's CAT Position: Q1 2026 in Review

New Age Alpha Advisors reduced its Caterpillar (CAT) stake by 3.8% in Q1 2026, selling an estimated $355K and leaving 13,037 shares worth $9.24M. The position accounts for 0.43% of the portfolio, ranked #42.

New Age Alpha Advisors first reported a position in CAT in Q4 2024 and has held it in 6 quarters since. The position peaked at $10.1M in Q4 2024. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • New Age Alpha Advisors held 13,037 shares of Caterpillar worth $9.24M as of Q1 2026.
  • New Age Alpha Advisors sold 513 Caterpillar shares in Q1 2026, an estimated $355K.
  • Caterpillar made up 0.43% of New Age Alpha Advisors's portfolio in Q1 2026, its #42 holding.
  • New Age Alpha Advisors first reported a position in Caterpillar in Q4 2024 and has held it in 6 quarters since.
  • New Age Alpha Advisors's Caterpillar position peaked at $10.1M in Q4 2024.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on New Age Alpha Advisors's 13F filing for Q1 2026, filed 11 May 2026.