Northwestern Mutual Wealth Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $125M | Sell |
176,916
-17,970
| -9% | -$12.4M | 0.08% | 131 |
|
|
2025
Q4 | $112M | Sell |
194,886
-28,639
| -13% | -$15.9M | 0.07% | 139 |
|
|
2025
Q3 | $107M | Buy |
223,525
+147
| +0.1% | +$62.8K | 0.07% | 139 |
|
|
2025
Q2 | $86.7M | Buy |
223,378
+3,666
| +2% | +$1.22M | 0.06% | 154 |
|
|
2025
Q1 | $72.5M | Buy |
219,712
+4,260
| +2% | +$1.52M | 0.06% | 152 |
|
|
2024
Q4 | $78.2M | Buy |
215,452
+16,126
| +8% | +$6.25M | 0.07% | 134 |
|
|
2024
Q3 | $78M | Sell |
199,326
-711
| -0.4% | -$246K | 0.07% | 135 |
|
|
2024
Q2 | $66.6M | Sell |
200,037
-9,704
| -5% | -$3.36M | 0.07% | 142 |
|
|
2024
Q1 | $76.9M | Sell |
209,741
-4,352
| -2% | -$1.39M | 0.08% | 117 |
|
|
2023
Q4 | $63.3M | Sell |
214,093
-49
| -0% | -$12.7K | 0.07% | 130 |
|
|
2023
Q3 | $58.5M | Sell |
214,142
-2,008
| -0.9% | -$545K | 0.08% | 127 |
|
|
2023
Q2 | $53.2M | Sell |
216,150
-38,683
| -15% | -$8.62M | 0.07% | 142 |
|
|
2023
Q1 | $58.3M | Buy |
254,833
+1,605
| +0.6% | +$388K | 0.08% | 122 |
|
|
2022
Q4 | $60.7M | Sell |
253,228
-17,950
| -7% | -$3.91M | 0.09% | 112 |
|
|
2022
Q3 | $44.5M | Buy |
271,178
+10,926
| +4% | +$2M | 0.08% | 135 |
|
|
2022
Q2 | $46.5M | Buy |
260,252
+15,579
| +6% | +$3.28M | 0.08% | 123 |
|
|
2022
Q1 | $54.5M | Buy |
244,673
+52,410
| +27% | +$11M | 0.09% | 113 |
|
|
2021
Q4 | $39.7M | Buy |
192,263
+76,416
| +66% | +$15.4M | 0.06% | 138 |
|
|
2021
Q3 | $22.2M | Buy |
115,847
+23,696
| +26% | +$4.93M | 0.04% | 184 |
|
|
2021
Q2 | $20.1M | Buy |
92,151
+11,469
| +14% | +$2.65M | 0.04% | 188 |
|
|
2021
Q1 | $18.7M | Buy |
80,682
+11,101
| +16% | +$2.3M | 0.04% | 178 |
|
|
2020
Q4 | $12.7M | Buy |
69,581
+1,565
| +2% | +$265K | 0.03% | 209 |
|
|
2020
Q3 | $10.1M | Sell |
68,016
-5,874
| -8% | -$825K | 0.03% | 213 |
|
|
2020
Q2 | $9.35M | Sell |
73,890
-2,782
| -4% | -$330K | 0.03% | 203 |
|
|
2020
Q1 | $8.9M | Buy |
76,672
+9,014
| +13% | +$1.15M | 0.03% | 187 |
|
|
2019
Q4 | $9.99M | Buy |
67,658
+930
| +1% | +$130K | 0.03% | 186 |
|
|
2019
Q3 | $8.43M | Buy |
66,728
+730
| +1% | +$92.7K | 0.03% | 203 |
|
|
2019
Q2 | $9M | Buy |
65,998
+1,498
| +2% | +$198K | 0.04% | 192 |
|
|
2019
Q1 | $8.74M | Sell |
64,500
-2,019
| -3% | -$268K | 0.04% | 192 |
|
|
2018
Q4 | $8.45M | Sell |
66,519
-296
| -0.4% | -$38.5K | 0.04% | 183 |
|
|
2018
Q3 | $10.2M | Buy |
66,815
+5,764
| +9% | +$815K | 0.05% | 167 |
|
|
2018
Q2 | $8.28M | Buy |
61,051
+4,775
| +8% | +$713K | 0.05% | 178 |
|
|
2018
Q1 | $8.29M | Buy |
56,276
+7,196
| +15% | +$1.14M | 0.05% | 173 |
|
|
2017
Q4 | $7.73M | Buy |
49,080
+1,106
| +2% | +$153K | 0.05% | 171 |
|
|
2017
Q3 | $5.98M | Buy |
47,974
+6,212
| +15% | +$715K | 0.04% | 184 |
|
|
2017
Q2 | $4.49M | Buy |
41,762
+6,246
| +18% | +$634K | 0.04% | 196 |
|
|
2017
Q1 | $3.29M | Sell |
35,516
-1,761
| -5% | -$167K | 0.03% | 214 |
|
|
2016
Q4 | $3.46M | Buy |
+37,277
| New | +$3.38M | 0.04% | 206 |
|
|
2016
Q3 | – | Sell |
-30,724
| Closed | -$2.33M | – | 375 |
|
|
2016
Q2 | $2.33M | Buy |
30,724
+1,903
| +7% | +$143K | 0.03% | 220 |
|
|
2016
Q1 | $2.21M | Buy |
28,821
+3,802
| +15% | +$255K | 0.04% | 207 |
|
|
2015
Q4 | $1.7M | Sell |
25,019
-3,721
| -13% | -$260K | 0.03% | 224 |
|
|
2015
Q3 | $1.88M | Sell |
28,740
-1,092
| -4% | -$83.5K | 0.04% | 209 |
|
|
2015
Q2 | $2.53M | Sell |
29,832
-656
| -2% | -$56.4K | 0.07% | 177 |
|
|
2015
Q1 | $2.44M | Sell |
30,488
-483
| -2% | -$40.1K | 0.07% | 175 |
|
|
2014
Q4 | $2.83M | Buy |
30,971
+1,544
| +5% | +$150K | 0.09% | 158 |
|
|
2014
Q3 | $2.92M | Buy |
29,427
+5,729
| +24% | +$607K | 0.1% | 152 |
|
|
2014
Q2 | $2.58M | Sell |
23,698
-2,471
| -9% | -$259K | 0.1% | 146 |
|
|
2014
Q1 | $2.6M | Buy |
26,169
+503
| +2% | +$47.4K | 0.11% | 145 |
|
|
2013
Q4 | $2.33M | Sell |
25,666
-36,227
| -59% | -$3.09M | 0.11% | 140 |
|
|
2013
Q3 | $5.16M | Sell |
61,893
-18,130
| -23% | -$1.53M | 0.27% | 81 |
|
|
2013
Q2 | $6.6M | Buy |
+80,023
| New | +$6.81M | 0.39% | 61 |
|
Other funds holding CAT
VCM
VPM
Northwestern Mutual Wealth Management's CAT Position: Q1 2026 in Review
Northwestern Mutual Wealth Management reduced its Caterpillar (CAT) stake by 9.2% in Q1 2026, selling an estimated $12.4M and leaving 176,916 shares worth $125M. The position accounts for 0.08% of the portfolio, ranked #131.
Northwestern Mutual Wealth Management first reported a position in CAT in Q2 2013 and has held it in 51 quarters since. 3,736 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- Northwestern Mutual Wealth Management held 176,916 shares of Caterpillar worth $125M as of Q1 2026.
- Northwestern Mutual Wealth Management sold 17,970 Caterpillar shares in Q1 2026, an estimated $12.4M.
- Caterpillar made up 0.08% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #131 holding.
- Northwestern Mutual Wealth Management first reported a position in Caterpillar in Q2 2013 and has held it in 51 quarters since.
- 3,736 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.