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Nvest Wealth Strategies’s Caterpillar CAT Stock Holding History

Nvest Wealth Strategies’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 		$205K Hold
193
– – 0.13% 32
2026
Q1 		$136K Buy
193
+1
+0.5% +$693 0.1% 35
2025
Q4 		$110K Buy
+192
New +$107K 0.08% 40

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Nvest Wealth Strategies's CAT Position: Q2 2026 in Review

Nvest Wealth Strategies held its Caterpillar (CAT) position steady in Q2 2026 at 193 shares worth $205K. The position accounts for 0.13% of the portfolio, ranked #32.

Nvest Wealth Strategies first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 2,716 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Nvest Wealth Strategies held 193 shares of Caterpillar worth $205K as of Q2 2026.
  • Nvest Wealth Strategies left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.13% of Nvest Wealth Strategies's portfolio in Q2 2026, its #32 holding.
  • Nvest Wealth Strategies first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 2,716 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.