EI
CAT icon

EFG International’s Caterpillar CAT Stock Holding History

EFG International’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
Q1 		$2.29M Sell
3,233
-4,360
-57% -$3.02M 0.05% 310
2025
Q4 		$4.35M Buy
+7,593
New +$4.22M 0.08% 212

Other funds holding CAT

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

EFG International's CAT Position: Q1 2026 in Review

EFG International reduced its Caterpillar (CAT) stake by 57% in Q1 2026, selling an estimated $3.02M and leaving 3,233 shares worth $2.29M. The position accounts for 0.05% of the portfolio, ranked #310.

EFG International first reported a position in CAT in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.35M in Q4 2025. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • EFG International held 3,233 shares of Caterpillar worth $2.29M as of Q1 2026.
  • EFG International sold 4,360 Caterpillar shares in Q1 2026, an estimated $3.02M.
  • Caterpillar made up 0.05% of EFG International's portfolio in Q1 2026, its #310 holding.
  • EFG International first reported a position in Caterpillar in Q4 2025 and has held it in 2 quarters since.
  • EFG International's Caterpillar position peaked at $4.35M in Q4 2025.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on EFG International's 13F filing for Q1 2026, filed 15 May 2026.