NW
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NewEdge Wealth’s Caterpillar CAT Stock Holding History

NewEdge Wealth’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 		$6.68M Buy
6,274
+597
+11% +$524K 0.07% 194
2026
Q1 		$4.02M Sell
5,677
-3,032
-35% -$2.1M 0.05% 269
2025
Q4 		$4.99M Buy
8,709
+2,861
+49% +$1.59M 0.06% 232
2025
Q3 		$3.33M Buy
5,848
+266
+5% +$114K 0.05% 289
2025
Q2 		$2.33M Sell
5,582
-546
-9% -$182K 0.04% 348
2025
Q1 		$2.02M Sell
6,128
-284
-4% -$101K 0.04% 350
2024
Q4 		$2.33M Buy
6,412
+1,305
+26% +$506K 0.04% 319
2024
Q3 		$2M Buy
5,107
+3,923
+331% +$1.35M 0.04% 350
2024
Q2 		$394K Sell
1,184
-1,495
-56% -$518K 0.01% 597
2024
Q1 		$899K Buy
2,679
+1,407
+111% +$450K 0.02% 445
2023
Q4 		$376K Sell
1,272
-279
-18% -$72.4K 0.01% 568
2023
Q3 		$423K Sell
1,551
-43
-3% -$11.7K 0.01% 478
2023
Q2 		$392K Sell
1,594
-49
-3% -$10.9K 0.01% 499
2023
Q1 		$376K Sell
1,643
-10,082
-86% -$2.44M 0.01% 464
2022
Q4 		$2.81M Buy
11,725
+83
+0.7% +$18.1K 0.12% 159
2022
Q3 		$1.91M Buy
11,642
+2,973
+34% +$543K 0.09% 195
2022
Q2 		$1.55M Buy
+8,669
New +$1.83M 0.07% 221

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

NewEdge Wealth's CAT Position: Q2 2026 in Review

NewEdge Wealth increased its Caterpillar (CAT) stake by 11% in Q2 2026, buying an estimated $524K and bringing the position to 6,274 shares worth $6.68M. The position accounts for 0.07% of the portfolio, ranked #194.

NewEdge Wealth first reported a position in CAT in Q2 2022 and has held it in 17 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • NewEdge Wealth held 6,274 shares of Caterpillar worth $6.68M as of Q2 2026.
  • NewEdge Wealth bought 597 Caterpillar shares in Q2 2026, an estimated $524K.
  • Caterpillar made up 0.07% of NewEdge Wealth's portfolio in Q2 2026, its #194 holding.
  • NewEdge Wealth first reported a position in Caterpillar in Q2 2022 and has held it in 17 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.