Eagle Wealth Strategies’s Caterpillar CAT Stock Holding History

Eagle Wealth Strategies’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	$1.25M	Buy	1,175 +4	+0.3%	+$3.51K	0.48%	28
2026 Q1	$829K	Hold	1,171	–	–	0.36%	27
2025 Q4	$671K	Buy	1,171 +1	+0.1%	+$556	0.31%	33
2025 Q3	$558K	Buy	1,170 +3	+0.3%	+$1.28K	0.28%	41
2025 Q2	$453K	Hold	1,167	–	–	0.25%	48
2025 Q1	$385K	Buy	1,167 +1	+0.1%	+$356	0.24%	51
2024 Q4	$423K	Hold	1,166	–	–	0.31%	49
2024 Q3	$456K	Hold	1,166	–	–	0.33%	46
2024 Q2	$388K	Hold	1,166	–	–	0.31%	49
2024 Q1	$424K	Buy	1,166 +1	+0.1%	+$320	0.34%	46
2023 Q4	$345K	Buy	+1,165	New	+$302K	0.21%	61

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Eagle Wealth Strategies's CAT Position: Q2 2026 in Review

Eagle Wealth Strategies increased its Caterpillar (CAT) stake by 0.34% in Q2 2026, buying an estimated $3.51K and bringing the position to 1,175 shares worth $1.25M. The position accounts for 0.48% of the portfolio, ranked #28.

Eagle Wealth Strategies first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Eagle Wealth Strategies held 1,175 shares of Caterpillar worth $1.25M as of Q2 2026.
Eagle Wealth Strategies bought 4 Caterpillar shares in Q2 2026, an estimated $3.51K.
Caterpillar made up 0.48% of Eagle Wealth Strategies's portfolio in Q2 2026, its #28 holding.
Eagle Wealth Strategies first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Eagle Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.