NorthStar Asset Management (New Jersey)’s Caterpillar CAT Stock Holding History

NorthStar Asset Management (New Jersey)’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	$1.2M	Sell	1,127 -6	-0.5%	-$5.27K	0.49%	38
2026 Q1	$803K	Sell	1,133 -9	-0.8%	-$6.23K	0.39%	47
2025 Q4	$654K	Sell	1,142 -9	-0.8%	-$5K	0.29%	53
2025 Q3	$549K	Hold	1,151	–	–	0.26%	54
2025 Q2	$447K	Buy	1,151 +180	+19%	+$60K	0.24%	58
2025 Q1	$320K	Sell	971 -46	-5%	-$16.4K	0.2%	65
2024 Q4	$369K	Buy	+1,017	New	+$394K	0.24%	59

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

NorthStar Asset Management (New Jersey)'s CAT Position: Q2 2026 in Review

NorthStar Asset Management (New Jersey) reduced its Caterpillar (CAT) stake by 0.53% in Q2 2026, selling an estimated $5.27K and leaving 1,127 shares worth $1.2M. The position accounts for 0.49% of the portfolio, ranked #38.

NorthStar Asset Management (New Jersey) first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

NorthStar Asset Management (New Jersey) held 1,127 shares of Caterpillar worth $1.2M as of Q2 2026.
NorthStar Asset Management (New Jersey) sold 6 Caterpillar shares in Q2 2026, an estimated $5.27K.
Caterpillar made up 0.49% of NorthStar Asset Management (New Jersey)'s portfolio in Q2 2026, its #38 holding.
NorthStar Asset Management (New Jersey) first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on NorthStar Asset Management (New Jersey)'s 13F filing for Q2 2026, filed 5 Aug 2026.