North Forty Two & Co’s Caterpillar CAT Stock Holding History

North Forty Two & Co’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	$586K	Hold	550	–	–	0.5%	56
2026 Q1	$390K	Hold	550	–	–	0.36%	71
2025 Q4	$315K	Hold	550	–	–	0.3%	78
2025 Q3	$262K	Hold	550	–	–	0.26%	87
2025 Q2	$214K	Buy	+550	New	+$183K	0.23%	94

Other funds holding CAT

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

North Forty Two & Co's CAT Position: Q2 2026 in Review

North Forty Two & Co held its Caterpillar (CAT) position steady in Q2 2026 at 550 shares worth $586K. The position accounts for 0.5% of the portfolio, ranked #56.

North Forty Two & Co first reported a position in CAT in Q2 2025 and has held it in 5 quarters since. 2,231 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

North Forty Two & Co held 550 shares of Caterpillar worth $586K as of Q2 2026.
North Forty Two & Co left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.5% of North Forty Two & Co's portfolio in Q2 2026, its #56 holding.
North Forty Two & Co first reported a position in Caterpillar in Q2 2025 and has held it in 5 quarters since.
2,231 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on North Forty Two & Co's 13F filing for Q2 2026, filed 24 Jul 2026.