NFA
CAT icon

Northern Financial Advisors’s Caterpillar CAT Stock Holding History

Northern Financial 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 		$5.48M Sell
5,147
-15
-0.3% -$13.2K 3.63% 3
2026
Q1 		$3.66M Buy
5,162
+2,491
+93% +$1.73M 2.67% 10
2025
Q4 		$1.53M Sell
2,671
-2,498
-48% -$1.39M 1.75% 15
2025
Q3 		$2.47M Buy
5,169
+139
+3% +$59.3K 1.29% 20
2025
Q2 		$1.95M Sell
5,030
-70
-1% -$23.3K 1.47% 19
2025
Q1 		$1.68M Sell
5,100
-60
-1% -$21.4K 1.39% 21
2024
Q4 		$1.87M Sell
5,160
-26
-0.5% -$10.1K 1.5% 18
2024
Q3 		$2.03M Sell
5,186
-12
-0.2% -$4.14K 1.54% 16
2024
Q2 		$1.73M Buy
5,198
+79
+2% +$27.4K 1.39% 20
2024
Q1 		$1.88M Sell
5,119
-77
-1% -$24.6K 1.46% 15
2023
Q4 		$1.54M Buy
5,196
+319
+7% +$82.8K 1.29% 18
2023
Q3 		$1.33M Sell
4,877
-49
-1% -$13.3K 1.22% 18
2023
Q2 		$1.21M Buy
4,926
+588
+14% +$131K 1.07% 24
2023
Q1 		$993K Sell
4,338
-655
-13% -$158K 0.93% 30
2022
Q4 		$1.09M Buy
+4,993
New +$1.09M 1.24% 25

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

Northern Financial Advisors's CAT Position: Q2 2026 in Review

Northern Financial Advisors reduced its Caterpillar (CAT) stake by 0.29% in Q2 2026, selling an estimated $13.2K and leaving 5,147 shares worth $5.48M. The position accounts for 3.63% of the portfolio, ranked #3.

Northern Financial Advisors first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. 4,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Northern Financial Advisors held 5,147 shares of Caterpillar worth $5.48M as of Q2 2026.
  • Northern Financial Advisors sold 15 Caterpillar shares in Q2 2026, an estimated $13.2K.
  • Caterpillar made up 3.63% of Northern Financial Advisors's portfolio in Q2 2026, its #3 holding.
  • Northern Financial Advisors first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
  • 4,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Northern Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.