Cerity Partners’s Caterpillar CAT Stock Holding History

Cerity Partners’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	$1.06M	Hold	1,000	–	–	﹤0.01%	1962
2026 Q1	$708K	Buy	+1,000	New	+$693K	﹤0.01%	2070

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Cerity Partners's CAT Position: Q2 2026 in Review

Cerity Partners increased its Caterpillar (CAT) stake by 1.4% in Q2 2026, buying an estimated $3.36M and bringing the position to 279,238 shares worth $297M. The position accounts for 0.36% of the portfolio, ranked #52.

Cerity Partners first reported a position in CAT in Q1 2017 and has held it in 38 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Cerity Partners held 279,238 shares of Caterpillar worth $297M as of Q2 2026.
Cerity Partners bought 3,824 Caterpillar shares in Q2 2026, an estimated $3.36M.
Caterpillar made up 0.36% of Cerity Partners's portfolio in Q2 2026, its #52 holding.
Cerity Partners first reported a position in Caterpillar in Q1 2017 and has held it in 38 quarters since.
4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.