EA
CAT icon

Echo45 Advisors’s Caterpillar CAT Stock Holding History

Echo45 Advisors’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 		$436K Sell
409
-21
-5% -$18.4K 0.23% 48
2026
Q1 		$305K Buy
430
+4
+0.9% +$2.77K 0.17% 51
2025
Q4 		$244K Sell
426
-9
-2% -$5K 0.14% 61
2025
Q3 		$208K Buy
+435
New +$186K 0.12% 56
2022
Q2 		– Sell
-1,387
Closed -$309K – 60
2022
Q1 		$309K Sell
1,387
-115
-8% -$24.1K 0.24% 51
2021
Q4 		$311K Buy
+1,502
New +$302K 0.25% 64

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

Echo45 Advisors's CAT Position: Q2 2026 in Review

Echo45 Advisors reduced its Caterpillar (CAT) stake by 4.9% in Q2 2026, selling an estimated $18.4K and leaving 409 shares worth $436K. The position accounts for 0.23% of the portfolio, ranked #48.

Echo45 Advisors first reported a position in CAT in Q4 2021 and has held it in 6 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Echo45 Advisors held 409 shares of Caterpillar worth $436K as of Q2 2026.
  • Echo45 Advisors sold 21 Caterpillar shares in Q2 2026, an estimated $18.4K.
  • Caterpillar made up 0.23% of Echo45 Advisors's portfolio in Q2 2026, its #48 holding.
  • Echo45 Advisors first reported a position in Caterpillar in Q4 2021 and has held it in 6 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Echo45 Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.