Next Century Growth Investors’s Caterpillar CAT Stock Holding History

Next Century Growth Investors’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	$5.25M	Sell	4,932 -2,062	-29%	-$1.81M	0.28%	84
2026 Q1	$4.95M	Buy	6,994 +1,968	+39%	+$1.36M	0.36%	80
2025 Q4	$2.88M	Sell	5,026 -6	-0.1%	-$3.33K	0.2%	103
2025 Q3	$2.4M	Buy	5,032 +27	+0.5%	+$11.5K	0.18%	115
2025 Q2	$1.94M	Buy	+5,005	New	+$1.67M	0.15%	113
2023 Q2	–	Sell	-4,466	Closed	-$1.02M	–	112
2023 Q1	$1.02M	Sell	4,466 -1,013	-18%	-$245K	0.11%	99
2022 Q4	$1.31M	Sell	5,479 -3	-0.1%	-$653	0.16%	87
2022 Q3	$899K	Buy	5,482 +36	+0.7%	+$6.58K	0.11%	95
2022 Q2	$973K	Sell	5,446 -10,785	-66%	-$2.27M	0.13%	98
2022 Q1	$3.62M	Buy	16,231 +136	+0.8%	+$28.5K	0.36%	81
2021 Q4	$3.33M	Sell	16,095 -10	-0.1%	-$2.01K	0.3%	85
2021 Q3	$3.09M	Sell	16,105 -653	-4%	-$136K	0.27%	100
2021 Q2	$3.65M	Sell	16,758 -660	-4%	-$152K	0.28%	90
2021 Q1	$4.04M	Buy	17,418 +6,479	+59%	+$1.34M	0.31%	91
2020 Q4	$1.99M	Buy	10,939 +3,213	+42%	+$545K	0.17%	110
2020 Q3	$1.15M	Sell	7,726 -1,028	-12%	-$144K	0.12%	124
2020 Q2	$1.11M	Sell	8,754 -5,654	-39%	-$670K	0.13%	120
2020 Q1	$1.67M	Hold	14,408	–	–	0.27%	92
2019 Q4	$2.13M	Sell	14,408 -763	-5%	-$106K	0.28%	94
2019 Q3	$1.92M	Sell	15,171 -6,806	-31%	-$865K	0.31%	90
2019 Q2	$3M	Buy	21,977 +8,467	+63%	+$1.12M	0.37%	81
2019 Q1	$1.83M	Hold	13,510	–	–	0.24%	103
2018 Q4	$1.72M	Sell	13,510 -12,800	-49%	-$1.67M	0.24%	105
2018 Q3	$4.01M	Buy	26,310 +5,304	+25%	+$750K	0.47%	74
2018 Q2	$2.85M	Buy	21,006 +2,918	+16%	+$436K	0.36%	93
2018 Q1	$2.67M	Hold	18,088	–	–	0.36%	87
2017 Q4	$2.85M	Buy	+18,088	New	+$2.51M	0.35%	77

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Next Century Growth Investors's CAT Position: Q2 2026 in Review

Next Century Growth Investors reduced its Caterpillar (CAT) stake by 29% in Q2 2026, selling an estimated $1.81M and leaving 4,932 shares worth $5.25M. The position accounts for 0.28% of the portfolio, ranked #84.

Next Century Growth Investors first reported a position in CAT in Q4 2017 and has held it in 27 quarters since. 4,070 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Next Century Growth Investors held 4,932 shares of Caterpillar worth $5.25M as of Q2 2026.
Next Century Growth Investors sold 2,062 Caterpillar shares in Q2 2026, an estimated $1.81M.
Caterpillar made up 0.28% of Next Century Growth Investors's portfolio in Q2 2026, its #84 holding.
Next Century Growth Investors first reported a position in Caterpillar in Q4 2017 and has held it in 27 quarters since.
4,070 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Next Century Growth Investors's 13F filing for Q2 2026, filed 14 Aug 2026.