NWM
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Nova Wealth Management’s Caterpillar CAT Stock Holding History

Nova Wealth Management’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 		$20.2K Buy
+19
New +$16.7K 0.01% 322
2026
Q1 		– Sell
-6
Closed -$3.44K – 556
2025
Q4 		$3.44K Hold
6
– – ﹤0.01% 466
2025
Q3 		$2.86K Hold
6
– – ﹤0.01% 471
2025
Q2 		$2.33K Buy
6
+5
+500% +$1.67K ﹤0.01% 538
2025
Q1 		$330 Hold
1
– – ﹤0.01% 528
2024
Q4 		$363 Buy
+1
New +$388 ﹤0.01% 361

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

Nova Wealth Management's CAT Position: Q2 2026 in Review

Nova Wealth Management opened a new position in Caterpillar (CAT) in Q2 2026: 19 shares worth $20.2K. The stake represents 0.01% of the portfolio and ranks #322 among its holdings. This is a return to the name: Nova Wealth Management previously reported a position in CAT as recently as Q4 2025.

Nova Wealth Management first reported a position in CAT in Q4 2024 and has held it in 6 quarters since. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Nova Wealth Management held 19 shares of Caterpillar worth $20.2K as of Q2 2026.
  • Caterpillar was a new Nova Wealth Management position in Q2 2026.
  • Caterpillar made up 0.01% of Nova Wealth Management's portfolio in Q2 2026, its #322 holding.
  • Nova Wealth Management first reported a position in Caterpillar in Q4 2024 and has held it in 6 quarters since.
  • 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.