Eagle Capital Management (Louisiana)’s Caterpillar CAT Stock Holding History

Eagle Capital Management (Louisiana)’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	$777K	Sell	730 -140	-16%	-$123K	0.27%	33
2026 Q1	$616K	Hold	870	–	–	0.24%	34
2025 Q4	$498K	Hold	870	–	–	0.18%	35
2025 Q3	$415K	Sell	870 -69	-7%	-$29.5K	0.16%	39
2025 Q2	$365K	Hold	939	–	–	0.16%	37
2025 Q1	$310K	Buy	939 +300	+47%	+$107K	0.14%	37
2024 Q4	$232K	Hold	639	–	–	0.09%	39
2024 Q3	$250K	Hold	639	–	–	0.1%	38
2024 Q2	$213K	Sell	639 -40	-6%	-$13.9K	0.09%	39
2024 Q1	$249K	Buy	+679	New	+$217K	0.11%	37

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Eagle Capital Management (Louisiana)'s CAT Position: Q2 2026 in Review

Eagle Capital Management (Louisiana) reduced its Caterpillar (CAT) stake by 16% in Q2 2026, selling an estimated $123K and leaving 730 shares worth $777K. The position accounts for 0.27% of the portfolio, ranked #33.

Eagle Capital Management (Louisiana) first reported a position in CAT in Q1 2024 and has held it in 10 quarters since. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Eagle Capital Management (Louisiana) held 730 shares of Caterpillar worth $777K as of Q2 2026.
Eagle Capital Management (Louisiana) sold 140 Caterpillar shares in Q2 2026, an estimated $123K.
Caterpillar made up 0.27% of Eagle Capital Management (Louisiana)'s portfolio in Q2 2026, its #33 holding.
Eagle Capital Management (Louisiana) first reported a position in Caterpillar in Q1 2024 and has held it in 10 quarters since.
1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Eagle Capital Management (Louisiana)'s 13F filing for Q2 2026, filed 13 Jul 2026.