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New England Research & Management’s Caterpillar CAT Stock Holding History

New England Research & Management’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 		– Sell
-1,250
Closed -$886K – 139
2026
Q1 		$886K Sell
1,250
-81
-6% -$56.1K 0.37% 73
2025
Q4 		$762K Buy
+1,331
New +$740K 0.33% 81
2014
Q1 		– Sell
-5,235
Closed -$475K – 146
2013
Q4 		$475K Buy
+5,235
New +$447K 0.46% 87

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

New England Research & Management's CAT Position: Q2 2026 in Review

New England Research & Management sold out of Caterpillar (CAT) in Q2 2026, closing a stake of 1,250 shares — an estimated $886K sold.

New England Research & Management first reported a position in CAT in Q4 2013 and held it in 3 quarters. The position peaked at $886K in Q1 2026. 4,033 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • New England Research & Management reported no remaining Caterpillar position as of Q2 2026 after selling out during the quarter.
  • New England Research & Management sold 1,250 Caterpillar shares in Q2 2026, an estimated $886K.
  • New England Research & Management first reported a position in Caterpillar in Q4 2013 and held it in 3 quarters.
  • New England Research & Management's Caterpillar position peaked at $886K in Q1 2026.
  • 4,033 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on New England Research & Management's 13F filing for Q2 2026, filed 9 Jul 2026.