NG
CAT icon

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
Q2 		$5.71M Sell
5,360
-1
-0% -$878 0.47% 42
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Norden Group's CAT Position: Q2 2026 in Review

Norden Group reduced its Caterpillar (CAT) stake by 0.02% in Q2 2026, selling an estimated $878 and leaving 5,360 shares worth $5.71M. The position accounts for 0.47% of the portfolio, ranked #42.

Norden Group first reported a position in CAT in Q3 2023 and has held it in 11 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Norden Group held 5,360 shares of Caterpillar worth $5.71M as of Q2 2026.
  • Norden Group sold 1 Caterpillar share in Q2 2026, an estimated $878.
  • Caterpillar made up 0.47% of Norden Group's portfolio in Q2 2026, its #42 holding.
  • Norden Group first reported a position in Caterpillar in Q3 2023 and has held it in 11 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Norden Group's 13F filing for Q2 2026, filed 29 Jul 2026.