NPFS
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Novak & Powell Financial Services’s Caterpillar CAT Stock Holding History

Novak & Powell Financial Services’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 		$448K Buy
421
+91
+28% +$79.9K 0.21% 93
2026
Q1 		$234K Buy
+330
New +$229K 0.13% 147

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

Novak & Powell Financial Services's CAT Position: Q2 2026 in Review

Novak & Powell Financial Services increased its Caterpillar (CAT) stake by 28% in Q2 2026, buying an estimated $79.9K and bringing the position to 421 shares worth $448K. The position accounts for 0.21% of the portfolio, ranked #93.

Novak & Powell Financial Services first reported a position in CAT in Q1 2026 and has held it in 2 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Novak & Powell Financial Services held 421 shares of Caterpillar worth $448K as of Q2 2026.
  • Novak & Powell Financial Services bought 91 Caterpillar shares in Q2 2026, an estimated $79.9K.
  • Caterpillar made up 0.21% of Novak & Powell Financial Services's portfolio in Q2 2026, its #93 holding.
  • Novak & Powell Financial Services first reported a position in Caterpillar in Q1 2026 and has held it in 2 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.