North Capital’s Caterpillar CAT Stock Holding History

North Capital’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	$522K	Hold	490	–	–	0.39%	38
2026 Q1	$347K	Buy	490 +20	+4%	+$13.9K	0.29%	56
2025 Q4	$269K	Sell	470 -1	-0.2%	-$556	0.23%	66
2025 Q3	$225K	Buy	471 +8	+2%	+$3.42K	0.17%	70
2025 Q2	$180K	Sell	463 -15	-3%	-$5K	0.16%	83
2025 Q1	$158K	Buy	+478	New	+$170K	0.15%	91

Other funds holding CAT

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 Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

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 Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

North Capital's CAT Position: Q2 2026 in Review

North Capital held its Caterpillar (CAT) position steady in Q2 2026 at 490 shares worth $522K. The position accounts for 0.39% of the portfolio, ranked #38.

North Capital first reported a position in CAT in Q1 2025 and has held it in 6 quarters since. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

North Capital held 490 shares of Caterpillar worth $522K as of Q2 2026.
North Capital left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.39% of North Capital's portfolio in Q2 2026, its #38 holding.
North Capital first reported a position in Caterpillar in Q1 2025 and has held it in 6 quarters since.
1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on North Capital's 13F filing for Q2 2026, filed 14 Jul 2026.