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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Northern Financial Advisors's CAT Position: Q1 2026 in Review

Northern Financial Advisors increased its Caterpillar (CAT) stake by 93% in Q1 2026, buying an estimated $1.73M and bringing the position to 5,162 shares worth $3.66M. The position accounts for 2.67% of the portfolio, ranked #10.

Northern Financial Advisors first reported a position in CAT in Q4 2022 and has held it in 14 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Northern Financial Advisors held 5,162 shares of Caterpillar worth $3.66M as of Q1 2026.
  • Northern Financial Advisors bought 2,491 Caterpillar shares in Q1 2026, an estimated $1.73M.
  • Caterpillar made up 2.67% of Northern Financial Advisors's portfolio in Q1 2026, its #10 holding.
  • Northern Financial Advisors first reported a position in Caterpillar in Q4 2022 and has held it in 14 quarters since.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Northern Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.