New Age Alpha Advisors
CAT icon

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
Q3 		$47K Sell
58
-12,766
-100% -$10.8M ﹤0.01% 919
2026
Q2 		$13.7M Sell
12,824
-213
-2% -$187K 0.58% 29
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 $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

New Age Alpha Advisors's CAT Position: Q3 2026 in Review

New Age Alpha Advisors reduced its Caterpillar (CAT) stake by 100% in Q3 2026, selling an estimated $10.8M and leaving 58 shares worth $47K. The position accounts for ﹤0.01% of the portfolio, ranked #919.

New Age Alpha Advisors first reported a position in CAT in Q4 2024 and has held it in 8 quarters since. The position peaked at $13.7M in Q2 2026. 3,455 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • New Age Alpha Advisors held 58 shares of Caterpillar worth $47K as of Q3 2026.
  • New Age Alpha Advisors sold 12,766 Caterpillar shares in Q3 2026, an estimated $10.8M.
  • Caterpillar made up ﹤0.01% of New Age Alpha Advisors's portfolio in Q3 2026, its #919 holding.
  • New Age Alpha Advisors first reported a position in Caterpillar in Q4 2024 and has held it in 8 quarters since.
  • New Age Alpha Advisors's Caterpillar position peaked at $13.7M in Q2 2026.
  • 3,455 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on New Age Alpha Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.