NG
CAT icon

Novem Group’s Caterpillar CAT Stock Holding History

Novem Group’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 		$1.76M Sell
1,651
-14
-0.8% -$12.3K 0.18% 107
2026
Q1 		$1.18M Sell
1,665
-43
-3% -$29.8K 0.14% 141
2025
Q4 		$979K Buy
1,708
+44
+3% +$24.5K 0.11% 187
2025
Q3 		$794K Sell
1,664
-3
-0.2% -$1.28K 0.09% 207
2025
Q2 		$647K Sell
1,667
-141
-8% -$47K 0.08% 224
2025
Q1 		$596K Buy
1,808
+71
+4% +$25.3K 0.08% 203
2024
Q4 		$630K Buy
+1,737
New +$674K 0.09% 200

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Novem Group's CAT Position: Q2 2026 in Review

Novem Group reduced its Caterpillar (CAT) stake by 0.84% in Q2 2026, selling an estimated $12.3K and leaving 1,651 shares worth $1.76M. The position accounts for 0.18% of the portfolio, ranked #107.

Novem Group first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Novem Group held 1,651 shares of Caterpillar worth $1.76M as of Q2 2026.
  • Novem Group sold 14 Caterpillar shares in Q2 2026, an estimated $12.3K.
  • Caterpillar made up 0.18% of Novem Group's portfolio in Q2 2026, its #107 holding.
  • Novem Group first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Novem Group's 13F filing for Q2 2026, filed 21 Jul 2026.