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
Q2 		$463K Sell
435
-100
-19% -$87.8K 0.13% 86
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 $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

Next Capital Management's CAT Position: Q2 2026 in Review

Next Capital Management reduced its Caterpillar (CAT) stake by 19% in Q2 2026, selling an estimated $87.8K and leaving 435 shares worth $463K. The position accounts for 0.13% of the portfolio, ranked #86.

Next Capital Management first reported a position in CAT in Q3 2025 and has held it in 4 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Next Capital Management held 435 shares of Caterpillar worth $463K as of Q2 2026.
  • Next Capital Management sold 100 Caterpillar shares in Q2 2026, an estimated $87.8K.
  • Caterpillar made up 0.13% of Next Capital Management's portfolio in Q2 2026, its #86 holding.
  • Next Capital Management first reported a position in Caterpillar in Q3 2025 and has held it in 4 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Next Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.