North Capital
CAT icon

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
Q3 		$363K Sell
470
-20
-4% -$17K 0.26% 59
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

North Capital's CAT Position: Q3 2026 in Review

North Capital reduced its Caterpillar (CAT) stake by 4.1% in Q3 2026, selling an estimated $17K and leaving 470 shares worth $363K. The position accounts for 0.26% of the portfolio, ranked #59.

North Capital first reported a position in CAT in Q1 2025 and has held it in 7 quarters since. The position peaked at $522K in Q2 2026. 2,402 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • North Capital held 470 shares of Caterpillar worth $363K as of Q3 2026.
  • North Capital sold 20 Caterpillar shares in Q3 2026, an estimated $17K.
  • Caterpillar made up 0.26% of North Capital's portfolio in Q3 2026, its #59 holding.
  • North Capital first reported a position in Caterpillar in Q1 2025 and has held it in 7 quarters since.
  • North Capital's Caterpillar position peaked at $522K in Q2 2026.
  • 2,402 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on North Capital's 13F filing for Q3 2026, filed 16 Oct 2026.