NCTC
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New Covenant Trust Company’s Caterpillar CAT Stock Holding History

New Covenant Trust Company’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
Q2 		$218K Sell
205
-93
-31% -$81.7K 0.16% 100
2026
Q1 		$211K Buy
+298
New +$206K 0.19% 90
2024
Q2 		– Sell
-354
Closed -$130K – 131
2024
Q1 		$130K Buy
+354
New +$113K 0.13% 105

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

New Covenant Trust Company's CAT Position: Q2 2026 in Review

New Covenant Trust Company reduced its Caterpillar (CAT) stake by 31% in Q2 2026, selling an estimated $81.7K and leaving 205 shares worth $218K. The position accounts for 0.16% of the portfolio, ranked #100.

New Covenant Trust Company first reported a position in CAT in Q1 2024 and has held it in 3 quarters since. 1,994 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • New Covenant Trust Company held 205 shares of Caterpillar worth $218K as of Q2 2026.
  • New Covenant Trust Company sold 93 Caterpillar shares in Q2 2026, an estimated $81.7K.
  • Caterpillar made up 0.16% of New Covenant Trust Company's portfolio in Q2 2026, its #100 holding.
  • New Covenant Trust Company first reported a position in Caterpillar in Q1 2024 and has held it in 3 quarters since.
  • 1,994 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on New Covenant Trust Company's 13F filing for Q2 2026, filed 14 Jul 2026.