Northside Capital Management’s Caterpillar CAT Stock Holding History

Northside Capital 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	$1.48M	Sell	1,387 -50	-3%	-$43.9K	0.12%	91
2026 Q1	$1.02M	Sell	1,437 -358	-20%	-$248K	0.09%	95
2025 Q4	$1.03M	Sell	1,795 -90	-5%	-$50K	0.09%	95
2025 Q3	$899K	Sell	1,885 -100	-5%	-$42.7K	0.08%	104
2025 Q2	$771K	Buy	1,985 +932	+89%	+$311K	0.06%	109
2025 Q1	$347K	Hold	1,053	–	–	0.06%	82
2024 Q4	$382K	Buy	1,053 +353	+50%	+$137K	0.1%	71
2024 Q3	$274K	Hold	700	–	–	0.04%	92
2024 Q2	$233K	Hold	700	–	–	0.04%	96
2024 Q1	$257K	Hold	700	–	–	0.05%	90
2023 Q4	$207K	Buy	+700	New	+$182K	0.06%	105

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Northside Capital Management's CAT Position: Q2 2026 in Review

Northside Capital Management reduced its Caterpillar (CAT) stake by 3.5% in Q2 2026, selling an estimated $43.9K and leaving 1,387 shares worth $1.48M. The position accounts for 0.12% of the portfolio, ranked #91.

Northside Capital Management first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Northside Capital Management held 1,387 shares of Caterpillar worth $1.48M as of Q2 2026.
Northside Capital Management sold 50 Caterpillar shares in Q2 2026, an estimated $43.9K.
Caterpillar made up 0.12% of Northside Capital Management's portfolio in Q2 2026, its #91 holding.
Northside Capital Management first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Northside Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.