E6 Portfolios’s Caterpillar CAT Stock Holding History

E6 Portfolios’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	$660K	Buy	620 +11	+2%	+$9.66K	0.53%	30
2026 Q1	$432K	Buy	609 +49	+9%	+$33.9K	0.45%	34
2025 Q4	$321K	Buy	+560	New	+$311K	0.37%	38

Other funds holding CAT

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

E6 Portfolios's CAT Position: Q2 2026 in Review

E6 Portfolios increased its Caterpillar (CAT) stake by 1.8% in Q2 2026, buying an estimated $9.66K and bringing the position to 620 shares worth $660K. The position accounts for 0.53% of the portfolio, ranked #30.

E6 Portfolios first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 4,039 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

E6 Portfolios held 620 shares of Caterpillar worth $660K as of Q2 2026.
E6 Portfolios bought 11 Caterpillar shares in Q2 2026, an estimated $9.66K.
Caterpillar made up 0.53% of E6 Portfolios's portfolio in Q2 2026, its #30 holding.
E6 Portfolios first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
4,039 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on E6 Portfolios's 13F filing for Q2 2026, filed 10 Aug 2026.