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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

E Fund Management's CAT Position: Q1 2026 in Review

E Fund Management opened a new position in Caterpillar (CAT) in Q1 2026: 4,916 shares worth $3.48M. The stake represents 0.1% of the portfolio and ranks #105 among its holdings. This is a return to the name: E Fund Management previously reported a position in CAT as recently as Q2 2025.

E Fund Management first reported a position in CAT in Q1 2021 and has held it in 16 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

E Fund Management held 4,916 shares of Caterpillar worth $3.48M as of Q1 2026.
Caterpillar was a new E Fund Management position in Q1 2026.
Caterpillar made up 0.1% of E Fund Management's portfolio in Q1 2026, its #105 holding.
E Fund Management first reported a position in Caterpillar in Q1 2021 and has held it in 16 quarters since.
3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on E Fund Management's 13F filing for Q1 2026, filed 13 Apr 2026.