NPCM
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New Paradigm Capital Management’s Caterpillar CAT Stock Holding History

New Paradigm Capital 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 		$532K Sell
500
-600
-55% -$527K 1.14% 18
2026
Q1 		$779K Buy
+1,100
New +$762K 1.66% 13

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Vanguard Portfolio Management
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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 Paradigm Capital Management's CAT Position: Q2 2026 in Review

New Paradigm Capital Management reduced its Caterpillar (CAT) stake by 55% in Q2 2026, selling an estimated $527K and leaving 500 shares worth $532K. The position accounts for 1.14% of the portfolio, ranked #18.

New Paradigm Capital Management first reported a position in CAT in Q1 2026 and has held it in 2 quarters since. The position peaked at $779K in Q1 2026. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • New Paradigm Capital Management held 500 shares of Caterpillar worth $532K as of Q2 2026.
  • New Paradigm Capital Management sold 600 Caterpillar shares in Q2 2026, an estimated $527K.
  • Caterpillar made up 1.14% of New Paradigm Capital Management's portfolio in Q2 2026, its #18 holding.
  • New Paradigm Capital Management first reported a position in Caterpillar in Q1 2026 and has held it in 2 quarters since.
  • New Paradigm Capital Management's Caterpillar position peaked at $779K in Q1 2026.
  • 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on New Paradigm Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.