Next Level Private’s Caterpillar CAT Stock Holding History

Next Level Private’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 Q3	$965K	Hold	1,190	–	–	0.19%	82
2026 Q2	$1.27M	Sell	1,190 -258	-18%	-$227K	0.25%	65
2026 Q1	$1.03M	Buy	1,448 +66	+5%	+$45.7K	0.23%	70
2025 Q4	$792K	Sell	1,382 -8	-0.6%	-$4.45K	0.21%	83
2025 Q3	$689K	Buy	1,390 +70	+5%	+$29.9K	0.2%	83
2025 Q2	$512K	Hold	1,320	–	–	0.17%	88
2025 Q1	$435K	Buy	1,320 +50	+4%	+$17.8K	0.16%	92
2024 Q4	$461K	Hold	1,270	–	–	0.19%	85
2024 Q3	$497K	Hold	1,270	–	–	0.2%	79
2024 Q2	$423K	Buy	1,270 +50	+4%	+$17.3K	0.19%	81
2024 Q1	$447K	Hold	1,220	–	–	0.21%	82
2023 Q4	$361K	Hold	1,220	–	–	0.2%	76
2023 Q3	$331K	Hold	1,220	–	–	0.22%	73
2023 Q2	$304K	Buy	+1,220	New	+$272K	0.2%	79
2023 Q1	–	Sell	-1,220	Closed	-$301K	–	69
2022 Q4	$301K	Hold	1,220	–	–	0.22%	76
2022 Q3	$218K	Buy	+1,220	New	+$223K	0.19%	78
2022 Q2	–	Sell	-1,267	Closed	-$282K	–	139
2022 Q1	$282K	Buy	1,267 +47	+4%	+$9.9K	0.23%	69
2021 Q4	$252K	Buy	+1,220	New	+$246K	0.21%	73

Other funds holding CAT

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Next Level Private's CAT Position: Q3 2026 in Review

Next Level Private held its Caterpillar (CAT) position steady in Q3 2026 at 1,190 shares worth $965K. The position accounts for 0.19% of the portfolio, ranked #82.

Next Level Private first reported a position in CAT in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.27M in Q2 2026. 963 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Next Level Private held 1,190 shares of Caterpillar worth $965K as of Q3 2026.
Next Level Private left its Caterpillar share count unchanged in Q3 2026.
Caterpillar made up 0.19% of Next Level Private's portfolio in Q3 2026, its #82 holding.
Next Level Private first reported a position in Caterpillar in Q4 2021 and has held it in 18 quarters since.
Next Level Private's Caterpillar position peaked at $1.27M in Q2 2026.
963 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Next Level Private's 13F filing for Q3 2026, filed 20 Oct 2026.