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Norden Group’s Caterpillar CAT Stock Holding History

Norden Group’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 		$3.8M Buy
5,361
+1,410
+36% +$977K 0.36% 58
2025
Q4 		$2.26M Sell
3,951
-279
-7% -$155K 0.22% 89
2025
Q3 		$2.02M Sell
4,230
-470
-10% -$201K 0.21% 98
2025
Q2 		$1.82M Buy
4,700
+247
+6% +$82.3K 0.2% 108
2025
Q1 		$1.47M Sell
4,453
-760
-15% -$271K 0.17% 115
2024
Q4 		$1.89M Buy
5,213
+515
+11% +$200K 0.21% 94
2024
Q3 		$1.84M Buy
4,698
+2,950
+169% +$1.02M 0.22% 102
2024
Q2 		$582K Sell
1,748
-85
-5% -$29.5K 0.12% 190
2024
Q1 		$672K Buy
+1,833
New +$586K 0.14% 169
2023
Q4 		– Sell
-1,065
Closed -$291K – 281
2023
Q3 		$291K Buy
+1,065
New +$289K 0.1% 186

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

Norden Group's CAT Position: Q1 2026 in Review

Norden Group increased its Caterpillar (CAT) stake by 36% in Q1 2026, buying an estimated $977K and bringing the position to 5,361 shares worth $3.8M. The position accounts for 0.36% of the portfolio, ranked #58.

Norden Group first reported a position in CAT in Q3 2023 and has held it in 10 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Norden Group held 5,361 shares of Caterpillar worth $3.8M as of Q1 2026.
  • Norden Group bought 1,410 Caterpillar shares in Q1 2026, an estimated $977K.
  • Caterpillar made up 0.36% of Norden Group's portfolio in Q1 2026, its #58 holding.
  • Norden Group first reported a position in Caterpillar in Q3 2023 and has held it in 10 quarters since.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Norden Group's 13F filing for Q1 2026, filed 15 Apr 2026.