Nvest Financial’s Caterpillar CAT Stock Holding History

Nvest Financial’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 Q1	$359K	Buy	507 +74	+17%	+$51.3K	0.13%	111
2025 Q4	$248K	Buy	+433	New	+$241K	0.1%	120

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nvest Financial's CAT Position: Q1 2026 in Review

Nvest Financial increased its Caterpillar (CAT) stake by 17% in Q1 2026, buying an estimated $51.3K and bringing the position to 507 shares worth $359K. The position accounts for 0.13% of the portfolio, ranked #111.

Nvest Financial first reported a position in CAT in Q4 2025 and has held it in 2 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Nvest Financial held 507 shares of Caterpillar worth $359K as of Q1 2026.
Nvest Financial bought 74 Caterpillar shares in Q1 2026, an estimated $51.3K.
Caterpillar made up 0.13% of Nvest Financial's portfolio in Q1 2026, its #111 holding.
Nvest Financial first reported a position in Caterpillar in Q4 2025 and has held it in 2 quarters since.
3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Nvest Financial's 13F filing for Q1 2026, filed 28 Apr 2026.