NCM
CAT icon

Next Capital Management’s Caterpillar CAT Stock Holding History

Next 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
Q1 		$379K Hold
535
– – 0.11% 95
2025
Q4 		$306K Hold
535
– – 0.1% 98
2025
Q3 		$255K Buy
+535
New +$228K 0.09% 113

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

Next Capital Management's CAT Position: Q1 2026 in Review

Next Capital Management held its Caterpillar (CAT) position steady in Q1 2026 at 535 shares worth $379K. The position accounts for 0.11% of the portfolio, ranked #95.

Next Capital Management first reported a position in CAT in Q3 2025 and has held it in 3 quarters since. 3,731 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Next Capital Management held 535 shares of Caterpillar worth $379K as of Q1 2026.
  • Next Capital Management left its Caterpillar share count unchanged in Q1 2026.
  • Caterpillar made up 0.11% of Next Capital Management's portfolio in Q1 2026, its #95 holding.
  • Next Capital Management first reported a position in Caterpillar in Q3 2025 and has held it in 3 quarters since.
  • 3,731 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Next Capital Management's 13F filing for Q1 2026, filed 7 May 2026.