NHT
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New Hampshire Trust’s Caterpillar CAT Stock Holding History

New Hampshire Trust’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 		$11.7M Sell
10,980
-437
-4% -$384K 2.21% 10
2026
Q1 		$8.09M Sell
11,417
-120
-1% -$83.1K 1.63% 15
2025
Q4 		$6.61M Sell
11,537
-417
-3% -$232K 1.29% 19
2025
Q3 		$5.7M Sell
11,954
-15
-0.1% -$6.4K 1.1% 22
2025
Q2 		$4.65M Buy
11,969
+7
+0.1% +$2.33K 0.97% 27
2025
Q1 		$3.95M Sell
11,962
-86
-0.7% -$30.6K 0.9% 32
2024
Q4 		$4.37M Buy
12,048
+245
+2% +$95K 0.92% 32
2024
Q3 		$4.62M Sell
11,803
-31
-0.3% -$10.7K 0.99% 29
2024
Q2 		$3.94M Buy
11,834
+223
+2% +$77.3K 0.9% 32
2024
Q1 		$4.25M Sell
11,611
-277
-2% -$88.5K 0.99% 28
2023
Q4 		$3.51M Sell
11,888
-56
-0.5% -$14.5K 0.85% 36
2023
Q3 		$3.26M Buy
11,944
+182
+2% +$49.4K 0.89% 32
2023
Q2 		$2.89M Buy
11,762
+95
+0.8% +$21.2K 0.75% 40
2023
Q1 		$2.67M Sell
11,667
-1,704
-13% -$412K 0.72% 40
2022
Q4 		$3.2M Buy
+13,371
New +$2.91M 0.85% 34

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 Hampshire Trust's CAT Position: Q2 2026 in Review

New Hampshire Trust reduced its Caterpillar (CAT) stake by 3.8% in Q2 2026, selling an estimated $384K and leaving 10,980 shares worth $11.7M. The position accounts for 2.21% of the portfolio, ranked #10.

New Hampshire Trust first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. 4,063 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • New Hampshire Trust held 10,980 shares of Caterpillar worth $11.7M as of Q2 2026.
  • New Hampshire Trust sold 437 Caterpillar shares in Q2 2026, an estimated $384K.
  • Caterpillar made up 2.21% of New Hampshire Trust's portfolio in Q2 2026, its #10 holding.
  • New Hampshire Trust first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
  • 4,063 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on New Hampshire Trust's 13F filing for Q2 2026, filed 27 Jul 2026.