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Northcape Wealth Management’s Caterpillar CAT Stock Holding History

Northcape Wealth Management’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 		$264K Buy
+248
New +$218K 0.07% 127
2024
Q2 		– Sell
-572
Closed -$210K – 133
2024
Q1 		$210K Sell
572
-160
-22% -$51.1K 0.08% 131
2023
Q4 		$216K Sell
732
-42
-5% -$10.9K 0.08% 130
2023
Q3 		$211K Sell
774
-381
-33% -$103K 0.08% 136
2023
Q2 		$284K Sell
1,155
-267
-19% -$59.5K 0.1% 130
2023
Q1 		$325K Buy
+1,422
New +$344K 0.12% 121
2022
Q2 		– Sell
-1,267
Closed -$282K – 122
2022
Q1 		$282K Buy
+1,267
New +$266K 0.08% 129

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

Northcape Wealth Management's CAT Position: Q2 2026 in Review

Northcape Wealth Management opened a new position in Caterpillar (CAT) in Q2 2026: 248 shares worth $264K. The stake represents 0.07% of the portfolio and ranks #127 among its holdings. This is a return to the name: Northcape Wealth Management previously reported a position in CAT as recently as Q1 2024.

Northcape Wealth Management first reported a position in CAT in Q1 2022 and has held it in 7 quarters since. The position peaked at $325K in Q1 2023. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Northcape Wealth Management held 248 shares of Caterpillar worth $264K as of Q2 2026.
  • Caterpillar was a new Northcape Wealth Management position in Q2 2026.
  • Caterpillar made up 0.07% of Northcape Wealth Management's portfolio in Q2 2026, its #127 holding.
  • Northcape Wealth Management first reported a position in Caterpillar in Q1 2022 and has held it in 7 quarters since.
  • Northcape Wealth Management's Caterpillar position peaked at $325K in Q1 2023.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Northcape Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.