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
2023
Q1 		– Sell
-14,819
Closed -$3.55M – 542
2022
Q4 		$3.55M Buy
+14,819
New +$3.23M 0.23% 138

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.