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Northwest Bancshares’s Caterpillar CAT Stock Holding History

Northwest Bancshares’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 		$1.22M Sell
1,150
-30
-3% -$26.4K 0.22% 82
2026
Q1 		$836K Sell
1,180
-30
-2% -$20.8K 0.17% 90
2025
Q4 		$693K Sell
1,210
-50
-4% -$27.8K 0.13% 95
2025
Q3 		$601K Hold
1,260
– – 0.1% 104
2025
Q2 		$489K Hold
1,260
– – 0.09% 116
2025
Q1 		$416K Hold
1,260
– – 0.08% 126
2024
Q4 		$457K Sell
1,260
-50
-4% -$19.4K 0.08% 120
2024
Q3 		$512K Sell
1,310
-75
-5% -$25.9K 0.09% 117
2024
Q2 		$461K Sell
1,385
-53
-4% -$18.4K 0.08% 116
2024
Q1 		$527K Buy
1,438
+156
+12% +$49.9K 0.08% 123
2023
Q4 		$379K Hold
1,282
– – 0.07% 130
2023
Q3 		$350K Buy
1,282
+200
+18% +$54.3K 0.07% 144
2023
Q2 		$266K Buy
1,082
+82
+8% +$18.3K 0.05% 164
2023
Q1 		$229K Hold
1,000
– – 0.04% 171
2022
Q4 		$240K Sell
1,000
-300
-23% -$65.3K 0.05% 168
2022
Q3 		$213K Sell
1,300
-752
-37% -$137K 0.05% 171
2022
Q2 		$367K Sell
2,052
-177
-8% -$37.3K 0.08% 134
2022
Q1 		$497K Buy
2,229
+335
+18% +$70.3K 0.1% 136
2021
Q4 		$392K Buy
1,894
+238
+14% +$47.9K 0.08% 158
2021
Q3 		$318K Buy
1,656
+194
+13% +$40.4K 0.07% 177
2021
Q2 		$318K Hold
1,462
– – 0.07% 176
2021
Q1 		$339K Hold
1,462
– – 0.08% 168
2020
Q4 		$266K Hold
1,462
– – 0.07% 187
2020
Q3 		$218K Buy
+1,462
New +$205K 0.06% 210
2020
Q1 		– Sell
-1,360
Closed -$201K – 127
2019
Q4 		$201K Buy
+1,360
New +$190K 0.08% 142

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Northwest Bancshares's CAT Position: Q2 2026 in Review

Northwest Bancshares reduced its Caterpillar (CAT) stake by 2.5% in Q2 2026, selling an estimated $26.4K and leaving 1,150 shares worth $1.22M. The position accounts for 0.22% of the portfolio, ranked #82.

Northwest Bancshares first reported a position in CAT in Q4 2019 and has held it in 25 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Northwest Bancshares held 1,150 shares of Caterpillar worth $1.22M as of Q2 2026.
  • Northwest Bancshares sold 30 Caterpillar shares in Q2 2026, an estimated $26.4K.
  • Caterpillar made up 0.22% of Northwest Bancshares's portfolio in Q2 2026, its #82 holding.
  • Northwest Bancshares first reported a position in Caterpillar in Q4 2019 and has held it in 25 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Northwest Bancshares's 13F filing for Q2 2026, filed 14 Aug 2026.