EFM
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E Fund Management’s Caterpillar CAT Stock Holding History

E Fund Management’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 		$5.32M Buy
4,998
+82
+2% +$72K 0.12% 87
2026
Q1 		$3.48M Buy
+4,916
New +$3.4M 0.1% 105
2025
Q2 		$459K Sell
1,183
-5,027
-81% -$1.68M 0.02% 238
2025
Q1 		$2.05M Buy
6,210
+950
+18% +$338K 0.1% 113
2024
Q4 		$1.91M Buy
5,260
+1,804
+52% +$700K 0.1% 113
2024
Q3 		$1.35M Buy
3,456
+365
+12% +$126K 0.07% 116
2024
Q2 		$1.03M Buy
3,091
+2,321
+301% +$805K 0.06% 124
2024
Q1 		$282K Buy
770
+80
+12% +$25.6K 0.02% 286
2023
Q4 		$204K Sell
690
-107
-13% -$27.8K 0.01% 280
2023
Q3 		$218K Sell
797
-64
-7% -$17.4K 0.02% 243
2023
Q2 		$212K Sell
861
-109
-11% -$24.3K 0.02% 272
2023
Q1 		$222K Sell
970
-46
-5% -$11.1K 0.02% 281
2022
Q4 		$243K Buy
+1,016
New +$221K 0.02% 265
2022
Q2 		– Sell
-1,056
Closed -$235K – 332
2022
Q1 		$235K Sell
1,056
-140
-12% -$29.4K 0.01% 265
2021
Q4 		$247K Buy
1,196
+2
+0.2% +$403 0.01% 231
2021
Q3 		$229K Buy
+1,194
New +$249K 0.01% 213
2021
Q1 		$222K Buy
+958
New +$198K 0.02% 210

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

E Fund Management's CAT Position: Q2 2026 in Review

E Fund Management increased its Caterpillar (CAT) stake by 1.7% in Q2 2026, buying an estimated $72K and bringing the position to 4,998 shares worth $5.32M. The position accounts for 0.12% of the portfolio, ranked #87.

E Fund Management first reported a position in CAT in Q1 2021 and has held it in 17 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • E Fund Management held 4,998 shares of Caterpillar worth $5.32M as of Q2 2026.
  • E Fund Management bought 82 Caterpillar shares in Q2 2026, an estimated $72K.
  • Caterpillar made up 0.12% of E Fund Management's portfolio in Q2 2026, its #87 holding.
  • E Fund Management first reported a position in Caterpillar in Q1 2021 and has held it in 17 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on E Fund Management's 13F filing for Q2 2026, filed 11 Aug 2026.