New England Capital Financial Advisors’s Caterpillar CAT Stock Holding History

New England Capital Financial 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 Q2	$202K	Hold	189	–	–	0.05%	64
2026 Q1	$134K	Hold	189	–	–	0.04%	79
2025 Q4	$108K	Hold	189	–	–	0.04%	88
2025 Q3	$90.3K	Hold	189	–	–	0.04%	90
2025 Q2	$73.5K	Hold	189	–	–	0.03%	92
2025 Q1	$62.4K	Hold	189	–	–	0.03%	102
2024 Q4	$68.6K	Hold	189	–	–	0.03%	100
2024 Q3	$73.9K	Hold	189	–	–	0.04%	91
2024 Q2	$62.9K	Hold	189	–	–	0.04%	95
2024 Q1	$69.2K	Hold	189	–	–	0.04%	94
2023 Q4	$55.8K	Hold	189	–	–	0.03%	109
2023 Q3	$51.5K	Hold	189	–	–	0.04%	108
2023 Q2	$46.4K	Hold	189	–	–	0.03%	118
2023 Q1	$43.1K	Buy	189 +18	+11%	+$4.35K	0.03%	131
2022 Q4	$42.6K	Buy	+171	New	+$37.2K	0.03%	132

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

New England Capital Financial Advisors's CAT Position: Q2 2026 in Review

New England Capital Financial Advisors held its Caterpillar (CAT) position steady in Q2 2026 at 189 shares worth $202K. The position accounts for 0.05% of the portfolio, ranked #64.

New England Capital Financial Advisors first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. 1,925 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

New England Capital Financial Advisors held 189 shares of Caterpillar worth $202K as of Q2 2026.
New England Capital Financial Advisors left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.05% of New England Capital Financial Advisors's portfolio in Q2 2026, its #64 holding.
New England Capital Financial Advisors first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
1,925 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.