NMG
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New Millennium Group’s Caterpillar CAT Stock Holding History

New Millennium Group’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
2025
Q4 		$154K Sell
269
-25
-9% -$13.9K 0.07% 83
2025
Q3 		$140K Buy
294
+274
+1,370% +$117K 0.06% 67
2025
Q2 		$7.71K Hold
20
– – ﹤0.01% 216
2025
Q1 		$6.52K Hold
20
– – ﹤0.01% 244
2024
Q4 		$7.14K Hold
20
– – ﹤0.01% 262
2024
Q3 		$7.67K Hold
20
– – 0.01% 202
2024
Q2 		$6.51K Buy
+20
New +$6.93K ﹤0.01% 216
2024
Q1 		– Sell
-29
Closed -$8.69K – 116
2023
Q4 		$8.69K Hold
29
– – 0.01% 211
2023
Q3 		$8K Hold
29
– – 0.01% 181
2023
Q2 		$7.18K Hold
29
– – 0.01% 193
2023
Q1 		$6.66K Buy
29
+7
+32% +$1.69K 0.01% 221
2022
Q4 		$5.27K Buy
22
+3
+16% +$653 0.01% 239
2022
Q3 		$3K Hold
19
– – ﹤0.01% 256
2022
Q2 		$3K Buy
+19
New +$4K ﹤0.01% 260

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

New Millennium Group's CAT Position: Q4 2025 in Review

New Millennium Group reduced its Caterpillar (CAT) stake by 8.5% in Q4 2025, selling an estimated $13.9K and leaving 269 shares worth $154K. The position accounts for 0.07% of the portfolio, ranked #83.

New Millennium Group first reported a position in CAT in Q2 2022 and has held it in 14 quarters since. 3,522 funds tracked by Wall St. Rank hold CAT as of Q4 2025.

  • New Millennium Group held 269 shares of Caterpillar worth $154K as of Q4 2025.
  • New Millennium Group sold 25 Caterpillar shares in Q4 2025, an estimated $13.9K.
  • Caterpillar made up 0.07% of New Millennium Group's portfolio in Q4 2025, its #83 holding.
  • New Millennium Group first reported a position in Caterpillar in Q2 2022 and has held it in 14 quarters since.
  • 3,522 funds tracked by Wall St. Rank held Caterpillar as of Q4 2025.

Based on New Millennium Group's 13F filing for Q4 2025, filed 6 Feb 2026.