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Noble Wealth Management PBC’s Caterpillar CAT Stock Holding History

Noble Wealth Management PBC’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 		$34.1K Sell
32
-8
-20% -$7.03K 0.02% 324
2026
Q1 		$28.3K Sell
40
-20
-33% -$13.9K 0.01% 330
2025
Q4 		$34.4K Buy
60
+35
+140% +$19.5K 0.02% 305
2025
Q3 		$11.9K Buy
+25
New +$10.7K 0.01% 420
2025
Q1 		$11.9K Sell
36
-50
-58% -$17.8K 0.01% 349
2024
Q4 		$31.2K Buy
+86
New +$33.4K 0.02% 236

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Noble Wealth Management PBC's CAT Position: Q2 2026 in Review

Noble Wealth Management PBC reduced its Caterpillar (CAT) stake by 20% in Q2 2026, selling an estimated $7.03K and leaving 32 shares worth $34.1K. The position accounts for 0.02% of the portfolio, ranked #324.

Noble Wealth Management PBC first reported a position in CAT in Q4 2024 and has held it in 6 quarters since. The position peaked at $34.4K in Q4 2025. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Noble Wealth Management PBC held 32 shares of Caterpillar worth $34.1K as of Q2 2026.
  • Noble Wealth Management PBC sold 8 Caterpillar shares in Q2 2026, an estimated $7.03K.
  • Caterpillar made up 0.02% of Noble Wealth Management PBC's portfolio in Q2 2026, its #324 holding.
  • Noble Wealth Management PBC first reported a position in Caterpillar in Q4 2024 and has held it in 6 quarters since.
  • Noble Wealth Management PBC's Caterpillar position peaked at $34.4K in Q4 2025.
  • 1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.