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
Q3 		– Sell
-205
Closed -$218K – 112
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

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

New Covenant Trust Company's CAT Position: Q3 2026 in Review

New Covenant Trust Company sold out of Caterpillar (CAT) in Q3 2026, closing a stake of 205 shares — an estimated $218K sold.

New Covenant Trust Company first reported a position in CAT in Q1 2024 and held it in 3 quarters. The position peaked at $218K in Q2 2026. 214 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • New Covenant Trust Company reported no remaining Caterpillar position as of Q3 2026 after selling out during the quarter.
  • New Covenant Trust Company sold 205 Caterpillar shares in Q3 2026, an estimated $218K.
  • New Covenant Trust Company first reported a position in Caterpillar in Q1 2024 and held it in 3 quarters.
  • New Covenant Trust Company's Caterpillar position peaked at $218K in Q2 2026.
  • 214 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on New Covenant Trust Company's 13F filing for Q3 2026, filed 8 Oct 2026.