Northstar Advisory Group’s Caterpillar CAT Stock Holding History

Northstar Advisory Group’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	$2.71M	Sell	2,548 -1,880	-42%	-$1.65M	0.84%	30
2026 Q1	$3.14M	Buy	+4,428	New	+$3.07M	1.17%	20
2025 Q1	–	Sell	-912	Closed	-$331K	–	97
2024 Q4	$331K	Sell	912 -12	-1%	-$4.65K	0.17%	81
2024 Q3	$361K	Sell	924 -32	-3%	-$11.1K	0.19%	81
2024 Q2	$318K	Buy	956 +1	+0.1%	+$347	0.18%	77
2024 Q1	$336K	Hold	955	–	–	0.2%	74
2023 Q4	$282K	Sell	955 -1,565	-62%	-$406K	0.17%	76
2023 Q3	$688K	Buy	+2,520	New	+$684K	0.5%	44

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

Northstar Advisory Group's CAT Position: Q2 2026 in Review

Northstar Advisory Group reduced its Caterpillar (CAT) stake by 42% in Q2 2026, selling an estimated $1.65M and leaving 2,548 shares worth $2.71M. The position accounts for 0.84% of the portfolio, ranked #30.

Northstar Advisory Group first reported a position in CAT in Q3 2023 and has held it in 8 quarters since. The position peaked at $3.14M in Q1 2026. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Northstar Advisory Group held 2,548 shares of Caterpillar worth $2.71M as of Q2 2026.
Northstar Advisory Group sold 1,880 Caterpillar shares in Q2 2026, an estimated $1.65M.
Caterpillar made up 0.84% of Northstar Advisory Group's portfolio in Q2 2026, its #30 holding.
Northstar Advisory Group first reported a position in Caterpillar in Q3 2023 and has held it in 8 quarters since.
Northstar Advisory Group's Caterpillar position peaked at $3.14M in Q1 2026.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Northstar Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.