EI
CAT icon

Ellevest Inc’s Caterpillar CAT Stock Holding History

Ellevest Inc’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 		$1.19M Buy
1,682
+20
+1% +$13.9K 0.17% 83
2025
Q4 		$952K Buy
1,662
+277
+20% +$154K 0.13% 108
2025
Q3 		$661K Buy
+1,385
New +$591K 0.09% 160
2023
Q2 		– Sell
-371
Closed -$84.9K – 566
2023
Q1 		$84.9K Buy
371
+36
+11% +$8.7K 0.01% 488
2022
Q4 		$80.3K Buy
335
+149
+80% +$32.4K 0.01% 495
2022
Q3 		$31K Sell
186
-162
-47% -$29.6K ﹤0.01% 699
2022
Q2 		$62K Buy
348
+95
+38% +$20K 0.01% 513
2022
Q1 		$56K Sell
253
-11
-4% -$2.31K ﹤0.01% 501
2021
Q4 		$55K Buy
264
+16
+6% +$3.22K ﹤0.01% 491
2021
Q3 		$48K Sell
248
-22
-8% -$4.58K ﹤0.01% 491
2021
Q2 		$59K Buy
270
+37
+16% +$8.54K 0.01% 451
2021
Q1 		$54K Sell
233
-108
-32% -$22.4K 0.01% 450
2020
Q4 		$62K Buy
+341
New +$57.8K 0.01% 416
2020
Q3 		– Sell
-555
Closed -$70K – 1153
2020
Q2 		$70K Sell
555
-590
-52% -$69.9K 0.02% 302
2020
Q1 		$133K Buy
1,145
+435
+61% +$55.6K 0.04% 113
2019
Q4 		$105K Buy
710
+279
+65% +$38.9K 0.03% 105
2019
Q3 		$54K Buy
431
+4
+0.9% +$508 0.02% 116
2019
Q2 		$58K Buy
+427
New +$56.4K 0.02% 105

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

Ellevest Inc's CAT Position: Q1 2026 in Review

Ellevest Inc increased its Caterpillar (CAT) stake by 1.2% in Q1 2026, buying an estimated $13.9K and bringing the position to 1,682 shares worth $1.19M. The position accounts for 0.17% of the portfolio, ranked #83.

Ellevest Inc first reported a position in CAT in Q2 2019 and has held it in 18 quarters since. 3,736 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Ellevest Inc held 1,682 shares of Caterpillar worth $1.19M as of Q1 2026.
  • Ellevest Inc bought 20 Caterpillar shares in Q1 2026, an estimated $13.9K.
  • Caterpillar made up 0.17% of Ellevest Inc's portfolio in Q1 2026, its #83 holding.
  • Ellevest Inc first reported a position in Caterpillar in Q2 2019 and has held it in 18 quarters since.
  • 3,736 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Ellevest Inc's 13F filing for Q1 2026, filed 11 May 2026.