NA
CAT icon

Nordwand Advisors’s Caterpillar CAT Stock Holding History

Nordwand 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
Q2 		$8.76M Sell
8,230
-415
-5% -$365K 1.34% 29
2026
Q1 		$6.12M Sell
8,645
-2,180
-20% -$1.51M 1.07% 36
2025
Q4 		$6.2M Sell
10,825
-25
-0.2% -$13.9K 1.08% 37
2025
Q3 		$5.18M Buy
10,850
+50
+0.5% +$21.3K 0.82% 45
2025
Q2 		$4.19M Buy
10,800
+10,380
+2,471% +$3.46M 0.66% 45
2025
Q1 		$139K Hold
420
– – 0.05% 28
2024
Q4 		$152K Hold
420
– – 0.06% 29
2024
Q3 		$164K Hold
420
– – 0.04% 27
2024
Q2 		$140K Hold
420
– – 0.06% 48
2024
Q1 		$154K Hold
420
– – 0.06% 51
2023
Q4 		$124K Hold
420
– – 0.03% 51
2023
Q3 		$115K Hold
420
– – 0.02% 49
2023
Q2 		$103K Hold
420
– – 0.02% 49
2023
Q1 		$96.1K Buy
+420
New +$102K 0.02% 52

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

Nordwand Advisors's CAT Position: Q2 2026 in Review

Nordwand Advisors reduced its Caterpillar (CAT) stake by 4.8% in Q2 2026, selling an estimated $365K and leaving 8,230 shares worth $8.76M. The position accounts for 1.34% of the portfolio, ranked #29.

Nordwand Advisors first reported a position in CAT in Q1 2023 and has held it in 14 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Nordwand Advisors held 8,230 shares of Caterpillar worth $8.76M as of Q2 2026.
  • Nordwand Advisors sold 415 Caterpillar shares in Q2 2026, an estimated $365K.
  • Caterpillar made up 1.34% of Nordwand Advisors's portfolio in Q2 2026, its #29 holding.
  • Nordwand Advisors first reported a position in Caterpillar in Q1 2023 and has held it in 14 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Nordwand Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.