Nisa Investment Advisors’s Caterpillar CAT Stock Holding History

Nisa Investment 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	$119M	Sell	167,614 -11,623	-6%	-$8.05M	0.44%	19
2025 Q4	$103M	Buy	179,237 +10,481	+6%	+$5.83M	0.34%	26
2025 Q3	$80.5M	Buy	168,756 +8,385	+5%	+$3.58M	0.31%	33
2025 Q2	$62.3M	Sell	160,371 -10,814	-6%	-$3.6M	0.28%	52
2025 Q1	$56.5M	Buy	171,185 +8,053	+5%	+$2.87M	0.28%	56
2024 Q4	$59.2M	Sell	163,132 -1,915	-1%	-$743K	0.23%	63
2024 Q3	$64.6M	Buy	165,047 +3,922	+2%	+$1.35M	0.38%	47
2024 Q2	$53.7M	Buy	161,125 +8,064	+5%	+$2.8M	0.34%	49
2024 Q1	$56.1M	Sell	153,061 -6,608	-4%	-$2.11M	0.36%	53
2023 Q4	$47.2M	Sell	159,669 -872	-0.5%	-$226K	0.33%	58
2023 Q3	$43.8M	Sell	160,541 -3,523	-2%	-$956K	0.33%	54
2023 Q2	$40.4M	Sell	164,064 -7,195	-4%	-$1.6M	0.3%	68
2023 Q1	$39.2M	Buy	171,259 +3,751	+2%	+$907K	0.31%	71
2022 Q4	$40.1M	Sell	167,508 -4,915	-3%	-$1.07M	0.32%	75
2022 Q3	$28.5M	Sell	172,423 -9,070	-5%	-$1.66M	0.24%	88
2022 Q2	$32.4M	Buy	181,493 +4,064	+2%	+$856K	0.28%	74
2022 Q1	$39.5M	Sell	177,429 -27,096	-13%	-$5.68M	0.28%	78
2021 Q4	$41.2M	Sell	204,525 -12,385	-6%	-$2.49M	0.31%	75
2021 Q3	$41.6K	Buy	216,910 +5,532	+3%	+$1.15M	0.25%	80
2021 Q2	$46K	Buy	211,378 +34,117	+19%	+$7.88M	0.29%	72
2021 Q1	$41.1K	Sell	177,261 -20	-0%	-$4.14K	0.26%	80
2020 Q4	$32.3M	Buy	177,281 +250	+0.1%	+$42.4K	0.21%	113
2020 Q3	$26.4M	Sell	177,031 -2,500	-1%	-$351K	0.21%	109
2020 Q2	$22.7M	Sell	179,531 -100	-0.1%	-$11.9K	0.21%	109
2020 Q1	$20.8M	Sell	179,631 -7,120	-4%	-$909K	0.23%	103
2019 Q4	$27.6M	Sell	186,751 -7,410	-4%	-$1.03M	0.24%	96
2019 Q3	$24.5M	Sell	194,161 -4,505	-2%	-$572K	0.22%	103
2019 Q2	$27.1M	Sell	198,666 -6,900	-3%	-$912K	0.26%	85
2019 Q1	$27.9M	Hold	205,566	–	–	0.27%	83
2018 Q4	$26.1M	Sell	205,566 -14,953	-7%	-$1.95M	0.29%	80
2018 Q3	$33.6M	Buy	220,519 +5,620	+3%	+$795K	0.31%	70
2018 Q2	$29.2M	Sell	214,899 -3,495	-2%	-$522K	0.3%	73
2018 Q1	$32.6M	Buy	218,394 +2,500	+1%	+$395K	0.34%	66
2017 Q4	$34M	Buy	215,894 +10,694	+5%	+$1.48M	0.35%	60
2017 Q3	$25.6M	Sell	205,200 -8,865	-4%	-$1.02M	0.29%	77
2017 Q2	$22.9M	Buy	214,065 +1,880	+0.9%	+$191K	0.27%	86
2017 Q1	$19.7M	Sell	212,185 -10,380	-5%	-$983K	0.23%	98
2016 Q4	$20.6M	Sell	222,565 -26,330	-11%	-$2.39M	0.25%	84
2016 Q3	$22.1M	Buy	248,895 +8,975	+4%	+$734K	0.29%	75
2016 Q2	$18.2M	Buy	239,920 +25,210	+12%	+$1.89M	0.24%	93
2016 Q1	$16.4M	Sell	214,710 -920	-0.4%	-$61.7K	0.24%	96
2015 Q4	$14.7M	Buy	215,630 +11,800	+6%	+$825K	0.21%	113
2015 Q3	$13.4M	Buy	203,830 +25,490	+14%	+$1.95M	0.21%	118
2015 Q2	$15.1M	Sell	178,340 -11,310	-6%	-$972K	0.21%	112
2015 Q1	$15.2M	Sell	189,650 -13,700	-7%	-$1.14M	0.21%	108
2014 Q4	$18.6M	Buy	203,350 +5,900	+3%	+$574K	0.26%	87
2014 Q3	$19.6M	Sell	197,450 -500	-0.3%	-$53K	0.27%	84
2014 Q2	$21.5M	Sell	197,950 -200	-0.1%	-$21K	0.3%	71
2014 Q1	$19.7M	Buy	198,150 +10,700	+6%	+$1.01M	0.28%	78
2013 Q4	$17M	Sell	187,450 -22,400	-11%	-$1.91M	0.24%	92
2013 Q3	$17.5M	Buy	209,850 +16,700	+9%	+$1.41M	0.27%	82
2013 Q2	$15.9M	Buy	+193,150	New	+$16.4M	0.25%	88

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nisa Investment Advisors's CAT Position: Q1 2026 in Review

Nisa Investment Advisors reduced its Caterpillar (CAT) stake by 6.5% in Q1 2026, selling an estimated $8.05M and leaving 167,614 shares worth $119M. The position accounts for 0.44% of the portfolio, ranked #19.

Nisa Investment Advisors first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Nisa Investment Advisors held 167,614 shares of Caterpillar worth $119M as of Q1 2026.
Nisa Investment Advisors sold 11,623 Caterpillar shares in Q1 2026, an estimated $8.05M.
Caterpillar made up 0.44% of Nisa Investment Advisors's portfolio in Q1 2026, its #19 holding.
Nisa Investment Advisors first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.