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
Q2 		$182M Sell
171,332
-558
-0.3% -$490K 0.44% 39
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 $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

Empower Advisory Group's CAT Position: Q2 2026 in Review

Empower Advisory Group reduced its Caterpillar (CAT) stake by 0.32% in Q2 2026, selling an estimated $490K and leaving 171,332 shares worth $182M. The position accounts for 0.44% of the portfolio, ranked #39.

Empower Advisory Group first reported a position in CAT in Q1 2023 and has held it in 14 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Empower Advisory Group held 171,332 shares of Caterpillar worth $182M as of Q2 2026.
  • Empower Advisory Group sold 558 Caterpillar shares in Q2 2026, an estimated $490K.
  • Caterpillar made up 0.44% of Empower Advisory Group's portfolio in Q2 2026, its #39 holding.
  • Empower Advisory Group first reported a position in Caterpillar in Q1 2023 and has held it in 14 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.