Empower Advisory Group
CAT icon

Empower Advisory Group’s Caterpillar CAT Stock Holding History

Empower Advisory 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
Q1 		$122M Sell
171,890
-80,826
-32% -$56M 0.32% 58
2025
Q4 		$145M Sell
252,716
-14,980
-6% -$8.33M 0.39% 43
2025
Q3 		$128M Buy
267,696
+1,962
+0.7% +$838K 0.35% 50
2025
Q2 		$103M Buy
265,734
+9,293
+4% +$3.1M 0.31% 62
2025
Q1 		$84.6M Buy
256,441
+1,053
+0.4% +$375K 0.28% 70
2024
Q4 		$92.6M Buy
255,388
+1,768
+0.7% +$686K 0.31% 65
2024
Q3 		$99.2M Buy
253,620
+2,880
+1% +$995K 0.34% 62
2024
Q2 		$83.5M Sell
250,740
-3,105
-1% -$1.08M 0.31% 66
2024
Q1 		$93M Buy
253,845
+1,192
+0.5% +$381K 0.35% 65
2023
Q4 		$74.7M Buy
252,653
+6,072
+2% +$1.58M 0.29% 75
2023
Q3 		$67.3M Buy
246,581
+5,369
+2% +$1.46M 0.3% 72
2023
Q2 		$59.4M Buy
241,212
+234,750
+3,633% +$52.3M 0.26% 89
2023
Q1 		$1.49M Buy
+6,462
New +$1.56M 0.01% 222

Other funds holding CAT

BlackRock
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

Empower Advisory Group's CAT Position: Q1 2026 in Review

Empower Advisory Group reduced its Caterpillar (CAT) stake by 32% in Q1 2026, selling an estimated $56M and leaving 171,890 shares worth $122M. The position accounts for 0.32% of the portfolio, ranked #58.

Empower Advisory Group first reported a position in CAT in Q1 2023 and has held it in 13 quarters since. The position peaked at $145M in Q4 2025. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Empower Advisory Group held 171,890 shares of Caterpillar worth $122M as of Q1 2026.
  • Empower Advisory Group sold 80,826 Caterpillar shares in Q1 2026, an estimated $56M.
  • Caterpillar made up 0.32% of Empower Advisory Group's portfolio in Q1 2026, its #58 holding.
  • Empower Advisory Group first reported a position in Caterpillar in Q1 2023 and has held it in 13 quarters since.
  • Empower Advisory Group's Caterpillar position peaked at $145M in Q4 2025.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.