EIA
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Emerald Investment Advisers’s Caterpillar CAT Stock Holding History

Emerald Investment Advisers’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 		$3.51M Buy
3,293
+938
+40% +$824K 0.23% 140
2026
Q1 		$1.67M Buy
+2,355
New +$1.63M 0.15% 164

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

Emerald Investment Advisers's CAT Position: Q2 2026 in Review

Emerald Investment Advisers increased its Caterpillar (CAT) stake by 40% in Q2 2026, buying an estimated $824K and bringing the position to 3,293 shares worth $3.51M. The position accounts for 0.23% of the portfolio, ranked #140.

Emerald Investment Advisers first reported a position in CAT in Q1 2026 and has held it in 2 quarters since. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Emerald Investment Advisers held 3,293 shares of Caterpillar worth $3.51M as of Q2 2026.
  • Emerald Investment Advisers bought 938 Caterpillar shares in Q2 2026, an estimated $824K.
  • Caterpillar made up 0.23% of Emerald Investment Advisers's portfolio in Q2 2026, its #140 holding.
  • Emerald Investment Advisers first reported a position in Caterpillar in Q1 2026 and has held it in 2 quarters since.
  • 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Emerald Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.