EARNEST Partners’s Caterpillar CAT Stock Holding History

EARNEST Partners’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	$296K	Buy	+278	New	+$244K	﹤0.01%	287
2023 Q4	–	Sell	-286	Closed	-$78.1K	–	417
2023 Q3	$78.1K	Hold	286	–	–	﹤0.01%	333
2023 Q2	$70.4K	Hold	286	–	–	﹤0.01%	326
2023 Q1	$65.4K	Hold	286	–	–	﹤0.01%	331
2022 Q4	$68.5K	Hold	286	–	–	﹤0.01%	327
2022 Q3	$47K	Hold	286	–	–	﹤0.01%	336
2022 Q2	$51K	Hold	286	–	–	﹤0.01%	329
2022 Q1	$64K	Hold	286	–	–	﹤0.01%	322
2021 Q4	$59K	Hold	286	–	–	﹤0.01%	329
2021 Q3	$55K	Hold	286	–	–	﹤0.01%	326
2021 Q2	$62K	Hold	286	–	–	﹤0.01%	322
2021 Q1	$66K	Hold	286	–	–	﹤0.01%	312
2020 Q4	$52K	Hold	286	–	–	﹤0.01%	318
2020 Q3	$43K	Hold	286	–	–	﹤0.01%	316
2020 Q2	$36K	Hold	286	–	–	﹤0.01%	327
2020 Q1	$33K	Hold	286	–	–	﹤0.01%	320
2019 Q4	$42K	Hold	286	–	–	﹤0.01%	334
2019 Q3	$36K	Hold	286	–	–	﹤0.01%	345
2019 Q2	$39K	Hold	286	–	–	﹤0.01%	344
2019 Q1	$39K	Hold	286	–	–	﹤0.01%	337
2018 Q4	$36K	Hold	286	–	–	﹤0.01%	334
2018 Q3	$44K	Hold	286	–	–	﹤0.01%	333
2018 Q2	$39K	Hold	286	–	–	﹤0.01%	339
2018 Q1	$42K	Hold	286	–	–	﹤0.01%	329
2017 Q4	$45K	Buy	+286	New	+$39.7K	﹤0.01%	309
2017 Q1	–	Sell	-286	Closed	-$27K	–	350
2016 Q4	$27K	Buy	+286	New	+$25.9K	﹤0.01%	352

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

EARNEST Partners's CAT Position: Q2 2026 in Review

EARNEST Partners opened a new position in Caterpillar (CAT) in Q2 2026: 278 shares worth $296K. The stake represents ﹤0.01% of the portfolio and ranks #287 among its holdings. This is a return to the name: EARNEST Partners previously reported a position in CAT as recently as Q3 2023.

EARNEST Partners first reported a position in CAT in Q4 2016 and has held it in 26 quarters since. 4,042 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

EARNEST Partners held 278 shares of Caterpillar worth $296K as of Q2 2026.
Caterpillar was a new EARNEST Partners position in Q2 2026.
Caterpillar made up ﹤0.01% of EARNEST Partners's portfolio in Q2 2026, its #287 holding.
EARNEST Partners first reported a position in Caterpillar in Q4 2016 and has held it in 26 quarters since.
4,042 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on EARNEST Partners's 13F filing for Q2 2026, filed 13 Aug 2026.