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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
Q2 		$806K Sell
757
-21
-3% -$18.4K 0.14% 28
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
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 World Advisors's CAT Position: Q2 2026 in Review

New World Advisors reduced its Caterpillar (CAT) stake by 2.7% in Q2 2026, selling an estimated $18.4K and leaving 757 shares worth $806K. The position accounts for 0.14% of the portfolio, ranked #28.

New World Advisors first reported a position in CAT in Q1 2019 and has held it in 7 quarters since. The position peaked at $1.3M in Q2 2021. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • New World Advisors held 757 shares of Caterpillar worth $806K as of Q2 2026.
  • New World Advisors sold 21 Caterpillar shares in Q2 2026, an estimated $18.4K.
  • Caterpillar made up 0.14% of New World Advisors's portfolio in Q2 2026, its #28 holding.
  • New World Advisors first reported a position in Caterpillar in Q1 2019 and has held it in 7 quarters since.
  • New World Advisors's Caterpillar position peaked at $1.3M in Q2 2021.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on New World Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.