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
Q2 		$2.99M Sell
2,812
-421
-13% -$370K 0.05% 284
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

EFG International's CAT Position: Q2 2026 in Review

EFG International reduced its Caterpillar (CAT) stake by 13% in Q2 2026, selling an estimated $370K and leaving 2,812 shares worth $2.99M. The position accounts for 0.05% of the portfolio, ranked #284.

EFG International first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.35M in Q4 2025. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • EFG International held 2,812 shares of Caterpillar worth $2.99M as of Q2 2026.
  • EFG International sold 421 Caterpillar shares in Q2 2026, an estimated $370K.
  • Caterpillar made up 0.05% of EFG International's portfolio in Q2 2026, its #284 holding.
  • EFG International first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • EFG International's Caterpillar position peaked at $4.35M in Q4 2025.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on EFG International's 13F filing for Q2 2026, filed 14 Aug 2026.