EIG
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Ellenbecker Investment Group’s Caterpillar CAT Stock Holding History

Ellenbecker Investment Group’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 		$4.68M Sell
4,396
-634
-13% -$557K 0.54% 18
2026
Q1 		$3.56M Sell
5,030
-462
-8% -$320K 0.48% 22
2025
Q4 		$3.15M Buy
5,492
+4,689
+584% +$2.61M 0.44% 21
2025
Q3 		$383K Buy
803
+12
+2% +$5.12K 0.06% 84
2025
Q2 		$307K Sell
791
-51
-6% -$17K 0.05% 92
2025
Q1 		$278K Buy
842
+2
+0.2% +$712 0.05% 96
2024
Q4 		$305K Buy
840
+1
+0.1% +$388 0.05% 88
2024
Q3 		$328K Sell
839
-73
-8% -$25.2K 0.06% 82
2024
Q2 		$304K Sell
912
-51
-5% -$17.7K 0.06% 91
2024
Q1 		$353K Buy
963
+62
+7% +$19.8K 0.07% 78
2023
Q4 		$266K Buy
+901
New +$234K 0.06% 87

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

Ellenbecker Investment Group's CAT Position: Q2 2026 in Review

Ellenbecker Investment Group reduced its Caterpillar (CAT) stake by 13% in Q2 2026, selling an estimated $557K and leaving 4,396 shares worth $4.68M. The position accounts for 0.54% of the portfolio, ranked #18.

Ellenbecker Investment Group first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 4,061 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Ellenbecker Investment Group held 4,396 shares of Caterpillar worth $4.68M as of Q2 2026.
  • Ellenbecker Investment Group sold 634 Caterpillar shares in Q2 2026, an estimated $557K.
  • Caterpillar made up 0.54% of Ellenbecker Investment Group's portfolio in Q2 2026, its #18 holding.
  • Ellenbecker Investment Group first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
  • 4,061 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Ellenbecker Investment Group's 13F filing for Q2 2026, filed 27 Jul 2026.