NorthRock Partners’s Caterpillar CAT Stock Holding History

NorthRock Partners’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	$213K	Buy	+200	New	+$176K	﹤0.01%	631

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

NorthRock Partners's CAT Position: Q2 2026 in Review

NorthRock Partners increased its Caterpillar (CAT) stake by 0.35% in Q2 2026, buying an estimated $30.7K and bringing the position to 10,121 shares worth $10.8M. The position accounts for 0.16% of the portfolio, ranked #84.

NorthRock Partners first reported a position in CAT in Q4 2019 and has held it in 27 quarters since. 3,296 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

NorthRock Partners held 10,121 shares of Caterpillar worth $10.8M as of Q2 2026.
NorthRock Partners bought 35 Caterpillar shares in Q2 2026, an estimated $30.7K.
Caterpillar made up 0.16% of NorthRock Partners's portfolio in Q2 2026, its #84 holding.
NorthRock Partners first reported a position in Caterpillar in Q4 2019 and has held it in 27 quarters since.
3,296 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.