EF
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Empowered Funds’s Caterpillar CAT Stock Holding History

Empowered Funds’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 		$53.3M Buy
+75,281
New +$52.1M 0.34% 41
2025
Q4 		– Sell
-39,687
Closed -$18.9M – 1146
2025
Q3 		$18.9M Sell
39,687
-36,246
-48% -$15.5M 0.19% 99
2025
Q2 		$29.5M Buy
75,933
+18,436
+32% +$6.14M 0.33% 49
2025
Q1 		$19M Buy
57,497
+28,308
+97% +$10.1M 0.27% 59
2024
Q4 		$10.6M Sell
29,189
-22,126
-43% -$8.58M 0.15% 132
2024
Q3 		$20.1M Sell
51,315
-113
-0.2% -$39K 0.32% 40
2024
Q2 		$17.1M Buy
51,428
+32,499
+172% +$11.3M 0.3% 45
2024
Q1 		$6.94M Sell
18,929
-12,059
-39% -$3.85M 0.13% 232
2023
Q4 		$9.16M Buy
30,988
+15,891
+105% +$4.12M 0.23% 83
2023
Q3 		$4.12M Sell
15,097
-4,089
-21% -$1.11M 0.12% 226
2023
Q2 		$4.72M Sell
19,186
-8,742
-31% -$1.95M 0.17% 147
2023
Q1 		$6.39M Buy
+27,928
New +$6.75M 0.38% 62
2019
Q4 		– Sell
-18,211
Closed -$2.3M – 110
2019
Q3 		$2.3M Buy
18,211
+442
+2% +$56.2K 1% 24
2019
Q2 		$2.42M Buy
+17,769
New +$2.35M 1.01% 9
2018
Q2 		– Sell
-7,769
Closed -$1.13M – 98
2018
Q1 		$1.13M Buy
+7,769
New +$1.23M 0.41% 79

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

Empowered Funds's CAT Position: Q1 2026 in Review

Empowered Funds opened a new position in Caterpillar (CAT) in Q1 2026: 75,281 shares worth $53.3M. The stake represents 0.34% of the portfolio and ranks #41 among its holdings. This is a return to the name: Empowered Funds previously reported a position in CAT as recently as Q3 2025.

Empowered Funds first reported a position in CAT in Q1 2018 and has held it in 15 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Empowered Funds held 75,281 shares of Caterpillar worth $53.3M as of Q1 2026.
  • Caterpillar was a new Empowered Funds position in Q1 2026.
  • Caterpillar made up 0.34% of Empowered Funds's portfolio in Q1 2026, its #41 holding.
  • Empowered Funds first reported a position in Caterpillar in Q1 2018 and has held it in 15 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.