NP
CAT icon

Ninepoint Partners’s Caterpillar CAT Stock Holding History

Ninepoint Partners’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 		$605K Sell
568
-268
-32% -$235K 0.05% 126
2026
Q1 		$592K Sell
836
-78
-9% -$54K 0.04% 112
2025
Q4 		$524K Buy
914
+333
+57% +$185K 0.06% 111
2025
Q3 		$277K Buy
+581
New +$248K 0.04% 104

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

Ninepoint Partners's CAT Position: Q2 2026 in Review

Ninepoint Partners reduced its Caterpillar (CAT) stake by 32% in Q2 2026, selling an estimated $235K and leaving 568 shares worth $605K. The position accounts for 0.05% of the portfolio, ranked #126.

Ninepoint Partners first reported a position in CAT in Q3 2025 and has held it in 4 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Ninepoint Partners held 568 shares of Caterpillar worth $605K as of Q2 2026.
  • Ninepoint Partners sold 268 Caterpillar shares in Q2 2026, an estimated $235K.
  • Caterpillar made up 0.05% of Ninepoint Partners's portfolio in Q2 2026, its #126 holding.
  • Ninepoint Partners first reported a position in Caterpillar in Q3 2025 and has held it in 4 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Ninepoint Partners's 13F filing for Q2 2026, filed 11 Aug 2026.