EFH
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Eaton Financial Holdings’s Caterpillar CAT Stock Holding History

Eaton Financial Holdings’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 		$838K Sell
787
-225
-22% -$198K 0.23% 74
2026
Q1 		$717K Sell
1,012
-23
-2% -$15.9K 0.23% 78
2025
Q4 		$593K Sell
1,035
-28
-3% -$15.6K 0.16% 93
2025
Q3 		$507K Sell
1,063
-11
-1% -$4.7K 0.14% 90
2025
Q2 		$417K Buy
+1,074
New +$358K 0.13% 90
2024
Q1 		– Sell
-1,420
Closed -$420K – 81
2023
Q4 		$420K Sell
1,420
-11,787
-89% -$3.06M 0.1% 137
2023
Q3 		$3.61M Buy
13,207
+11,856
+878% +$3.22M 0.97% 32
2023
Q2 		$332K Sell
1,351
-300
-18% -$66.9K 0.25% 44
2023
Q1 		$378K Hold
1,651
– – 0.3% 40
2022
Q4 		$396K Buy
+1,651
New +$359K 0.34% 45

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Eaton Financial Holdings's CAT Position: Q2 2026 in Review

Eaton Financial Holdings reduced its Caterpillar (CAT) stake by 22% in Q2 2026, selling an estimated $198K and leaving 787 shares worth $838K. The position accounts for 0.23% of the portfolio, ranked #74.

Eaton Financial Holdings first reported a position in CAT in Q4 2022 and has held it in 10 quarters since. The position peaked at $3.61M in Q3 2023. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Eaton Financial Holdings held 787 shares of Caterpillar worth $838K as of Q2 2026.
  • Eaton Financial Holdings sold 225 Caterpillar shares in Q2 2026, an estimated $198K.
  • Caterpillar made up 0.23% of Eaton Financial Holdings's portfolio in Q2 2026, its #74 holding.
  • Eaton Financial Holdings first reported a position in Caterpillar in Q4 2022 and has held it in 10 quarters since.
  • Eaton Financial Holdings's Caterpillar position peaked at $3.61M in Q3 2023.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Eaton Financial Holdings's 13F filing for Q2 2026, filed 5 Aug 2026.