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 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 $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

NorthStar Asset Management (New Jersey)'s CAT Position: Q1 2026 in Review

NorthStar Asset Management (New Jersey) reduced its Caterpillar (CAT) stake by 0.79% in Q1 2026, selling an estimated $6.23K and leaving 1,133 shares worth $803K. The position accounts for 0.39% of the portfolio, ranked #47.

NorthStar Asset Management (New Jersey) first reported a position in CAT in Q4 2024 and has held it in 6 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

NorthStar Asset Management (New Jersey) held 1,133 shares of Caterpillar worth $803K as of Q1 2026.
NorthStar Asset Management (New Jersey) sold 9 Caterpillar shares in Q1 2026, an estimated $6.23K.
Caterpillar made up 0.39% of NorthStar Asset Management (New Jersey)'s portfolio in Q1 2026, its #47 holding.
NorthStar Asset Management (New Jersey) first reported a position in Caterpillar in Q4 2024 and has held it in 6 quarters since.
3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on NorthStar Asset Management (New Jersey)'s 13F filing for Q1 2026, filed 8 May 2026.