NIA
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

NIA Impact Advisors's CAT Position: Q1 2026 in Review

NIA Impact Advisors reduced its Caterpillar (CAT) stake by 64% in Q1 2026, selling an estimated $364K and leaving 296 shares worth $210K. The position accounts for 0.09% of the portfolio, ranked #85.

NIA Impact Advisors first reported a position in CAT in Q3 2024 and has held it in 7 quarters since. The position peaked at $470K in Q4 2025. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • NIA Impact Advisors held 296 shares of Caterpillar worth $210K as of Q1 2026.
  • NIA Impact Advisors sold 525 Caterpillar shares in Q1 2026, an estimated $364K.
  • Caterpillar made up 0.09% of NIA Impact Advisors's portfolio in Q1 2026, its #85 holding.
  • NIA Impact Advisors first reported a position in Caterpillar in Q3 2024 and has held it in 7 quarters since.
  • NIA Impact Advisors's Caterpillar position peaked at $470K in Q4 2025.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on NIA Impact Advisors's 13F filing for Q1 2026, filed 8 May 2026.