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 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 $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Next Century Growth Investors's CAT Position: Q1 2026 in Review

Next Century Growth Investors increased its Caterpillar (CAT) stake by 39% in Q1 2026, buying an estimated $1.36M and bringing the position to 6,994 shares worth $4.95M. The position accounts for 0.36% of the portfolio, ranked #80.

Next Century Growth Investors first reported a position in CAT in Q4 2017 and has held it in 26 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Next Century Growth Investors held 6,994 shares of Caterpillar worth $4.95M as of Q1 2026.
Next Century Growth Investors bought 1,968 Caterpillar shares in Q1 2026, an estimated $1.36M.
Caterpillar made up 0.36% of Next Century Growth Investors's portfolio in Q1 2026, its #80 holding.
Next Century Growth Investors first reported a position in Caterpillar in Q4 2017 and has held it in 26 quarters since.
3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Next Century Growth Investors's 13F filing for Q1 2026, filed 14 May 2026.