N.F.U. Mutual Unit Managers Ltd’s Caterpillar CAT Stock Holding History

N.F.U. Mutual Unit Managers Ltd’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 Q3	$2.39M	Buy	+2,950	New	+$2.5M	0.43%	55

Other funds holding CAT

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

N.F.U. Mutual Unit Managers Ltd's CAT Position: Q3 2026 in Review

N.F.U. Mutual Unit Managers Ltd opened a new position in Caterpillar (CAT) in Q3 2026: 2,950 shares worth $2.39M. The stake represents 0.43% of the portfolio and ranks #55 among its holdings.

3,455 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

N.F.U. Mutual Unit Managers Ltd held 2,950 shares of Caterpillar worth $2.39M as of Q3 2026.
Caterpillar was a new N.F.U. Mutual Unit Managers Ltd position in Q3 2026.
Caterpillar made up 0.43% of N.F.U. Mutual Unit Managers Ltd's portfolio in Q3 2026, its #55 holding.
3,455 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on N.F.U. Mutual Unit Managers Ltd's 13F filing for Q3 2026, filed 12 Nov 2026.