New World Advisors’s Caterpillar CAT Stock Holding History

New World 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 Q1	$551K	Sell	778 -65	-8%	-$45K	0.1%	27
2025 Q4	$483K	Buy	843 +91	+12%	+$50.6K	0.08%	35
2025 Q3	$359K	Buy	752 +88	+13%	+$37.6K	0.07%	50
2025 Q2	$258K	Buy	+664	New	+$221K	0.05%	59
2021 Q3	–	Sell	-5,956	Closed	-$1.3M	–	73
2021 Q2	$1.3M	Buy	+5,956	New	+$1.38M	0.87%	21
2019 Q2	–	Sell	-502	Closed	-$68K	–	40
2019 Q1	$68K	Buy	+502	New	+$66.7K	0.05%	41

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

New World Advisors's CAT Position: Q1 2026 in Review

New World Advisors reduced its Caterpillar (CAT) stake by 7.7% in Q1 2026, selling an estimated $45K and leaving 778 shares worth $551K. The position accounts for 0.1% of the portfolio, ranked #27.

New World Advisors first reported a position in CAT in Q1 2019 and has held it in 6 quarters since. The position peaked at $1.3M in Q2 2021. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

New World Advisors held 778 shares of Caterpillar worth $551K as of Q1 2026.
New World Advisors sold 65 Caterpillar shares in Q1 2026, an estimated $45K.
Caterpillar made up 0.1% of New World Advisors's portfolio in Q1 2026, its #27 holding.
New World Advisors first reported a position in Caterpillar in Q1 2019 and has held it in 6 quarters since.
New World Advisors's Caterpillar position peaked at $1.3M in Q2 2021.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on New World Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.