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 Q2	$540K	Buy	508 +1	+0.2%	+$878	0.17%	93
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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Nvest Financial's CAT Position: Q2 2026 in Review

Nvest Financial increased its Caterpillar (CAT) stake by 0.2% in Q2 2026, buying an estimated $878 and bringing the position to 508 shares worth $540K. The position accounts for 0.17% of the portfolio, ranked #93.

Nvest Financial first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 4,053 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Nvest Financial held 508 shares of Caterpillar worth $540K as of Q2 2026.
Nvest Financial bought 1 Caterpillar share in Q2 2026, an estimated $878.
Caterpillar made up 0.17% of Nvest Financial's portfolio in Q2 2026, its #93 holding.
Nvest Financial first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
4,053 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Nvest Financial's 13F filing for Q2 2026, filed 30 Jul 2026.