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NIA Impact Advisors’s Caterpillar CAT Stock Holding History

NIA Impact Advisors’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 		– Sell
-296
Closed -$210K – 78
2026
Q1 		$210K Sell
296
-525
-64% -$364K 0.09% 85
2025
Q4 		$470K Buy
821
+170
+26% +$94.5K 0.16% 77
2025
Q3 		$311K Hold
651
– – 0.1% 89
2025
Q2 		$253K Hold
651
– – 0.09% 87
2025
Q1 		$215K Hold
651
– – 0.08% 94
2024
Q4 		$236K Hold
651
– – 0.08% 107
2024
Q3 		$255K Buy
+651
New +$225K 0.08% 96

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

NIA Impact Advisors's CAT Position: Q2 2026 in Review

NIA Impact Advisors sold out of Caterpillar (CAT) in Q2 2026, closing a stake of 296 shares — an estimated $210K sold.

NIA Impact Advisors first reported a position in CAT in Q3 2024 and held it in 7 quarters. The position peaked at $470K in Q4 2025. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • NIA Impact Advisors reported no remaining Caterpillar position as of Q2 2026 after selling out during the quarter.
  • NIA Impact Advisors sold 296 Caterpillar shares in Q2 2026, an estimated $210K.
  • NIA Impact Advisors first reported a position in Caterpillar in Q3 2024 and held it in 7 quarters.
  • NIA Impact Advisors's Caterpillar position peaked at $470K in Q4 2025.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on NIA Impact Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.