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Northstar Financial Companies’s Caterpillar CAT Stock Holding History

Northstar Financial Companies’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 		$1.29M Hold
1,215
– – 0.87% 35
2026
Q1 		$860K Sell
1,215
-8
-0.7% -$5.54K 0.68% 42
2025
Q4 		$700K Buy
1,223
+25
+2% +$13.9K 0.56% 50
2025
Q3 		$571K Buy
1,198
+2
+0.2% +$854 0.53% 49
2025
Q2 		$464K Sell
1,196
-43
-3% -$14.3K 0.48% 52
2025
Q1 		$409K Sell
1,239
-71
-5% -$25.3K 0.44% 57
2024
Q4 		$475K Buy
+1,310
New +$508K 0.45% 51

Other funds holding CAT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Northstar Financial Companies's CAT Position: Q2 2026 in Review

Northstar Financial Companies held its Caterpillar (CAT) position steady in Q2 2026 at 1,215 shares worth $1.29M. The position accounts for 0.87% of the portfolio, ranked #35.

Northstar Financial Companies first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 2,537 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Northstar Financial Companies held 1,215 shares of Caterpillar worth $1.29M as of Q2 2026.
  • Northstar Financial Companies left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.87% of Northstar Financial Companies's portfolio in Q2 2026, its #35 holding.
  • Northstar Financial Companies first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 2,537 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Northstar Financial Companies's 13F filing for Q2 2026, filed 6 Aug 2026.