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NewSquare Capital’s Caterpillar CAT Stock Holding History

NewSquare Capital’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 		$1.84M Buy
+2,600
New +$1.8M 0.16% 122

Other funds holding CAT

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
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
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
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

NewSquare Capital's CAT Position: Q1 2026 in Review

NewSquare Capital reduced its Caterpillar (CAT) stake by 4.3% in Q1 2026, selling an estimated $94.2K and leaving 3,029 shares worth $2.15M. The position accounts for 0.19% of the portfolio, ranked #118.

NewSquare Capital first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.54M in Q3 2024. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • NewSquare Capital held 3,029 shares of Caterpillar worth $2.15M as of Q1 2026.
  • NewSquare Capital sold 136 Caterpillar shares in Q1 2026, an estimated $94.2K.
  • Caterpillar made up 0.19% of NewSquare Capital's portfolio in Q1 2026, its #118 holding.
  • NewSquare Capital first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
  • NewSquare Capital's Caterpillar position peaked at $6.54M in Q3 2024.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on NewSquare Capital's 13F filing for Q1 2026, filed 8 May 2026.