NRI
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NFP Retirement Inc’s Caterpillar CAT Stock Holding History

NFP Retirement Inc’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 		$774K Sell
727
-229
-24% -$201K 0.04% 172
2026
Q1 		$677K Buy
956
+4
+0.4% +$2.77K 0.04% 169
2025
Q4 		$546K Sell
952
-58
-6% -$32.2K 0.03% 187
2025
Q3 		$482K Sell
1,010
-12
-1% -$5.12K 0.03% 204
2025
Q2 		$397K Buy
1,022
+11
+1% +$3.67K 0.03% 226
2025
Q1 		$334K Buy
1,011
+37
+4% +$13.2K 0.03% 220
2024
Q4 		$353K Sell
974
-52
-5% -$20.2K 0.03% 223
2024
Q3 		$401K Sell
1,026
-23
-2% -$7.94K 0.03% 208
2024
Q2 		$349K Buy
1,049
+17
+2% +$5.89K 0.03% 213
2024
Q1 		$378K Sell
1,032
-82
-7% -$26.2K 0.03% 206
2023
Q4 		$329K Buy
1,114
+23
+2% +$5.97K 0.06% 179
2023
Q3 		$298K Buy
1,091
+3
+0.3% +$814 0.06% 183
2023
Q2 		$268K Buy
1,088
+90
+9% +$20.1K 0.05% 194
2023
Q1 		$228K Sell
998
-97
-9% -$23.4K 0.05% 215
2022
Q4 		$262K Buy
+1,095
New +$238K 0.06% 204
2022
Q3 		– Sell
-1,135
Closed -$203K – 221
2022
Q2 		$203K Sell
1,135
-20
-2% -$4.21K 0.05% 219
2022
Q1 		$258K Buy
1,155
+143
+14% +$30K 0.06% 189
2021
Q4 		$209K Buy
+1,012
New +$204K 0.07% 134

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

NFP Retirement Inc's CAT Position: Q2 2026 in Review

NFP Retirement Inc reduced its Caterpillar (CAT) stake by 24% in Q2 2026, selling an estimated $201K and leaving 727 shares worth $774K. The position accounts for 0.04% of the portfolio, ranked #172.

NFP Retirement Inc first reported a position in CAT in Q4 2021 and has held it in 18 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • NFP Retirement Inc held 727 shares of Caterpillar worth $774K as of Q2 2026.
  • NFP Retirement Inc sold 229 Caterpillar shares in Q2 2026, an estimated $201K.
  • Caterpillar made up 0.04% of NFP Retirement Inc's portfolio in Q2 2026, its #172 holding.
  • NFP Retirement Inc first reported a position in Caterpillar in Q4 2021 and has held it in 18 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.