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 $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

Empowered Funds's CAT Position: Q2 2026 in Review

Empowered Funds reduced its Caterpillar (CAT) stake by 4% in Q2 2026, selling an estimated $2.64M and leaving 72,272 shares worth $77M. The position accounts for 0.41% of the portfolio, ranked #31.

Empowered Funds first reported a position in CAT in Q1 2018 and has held it in 16 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Empowered Funds held 72,272 shares of Caterpillar worth $77M as of Q2 2026.
  • Empowered Funds sold 3,009 Caterpillar shares in Q2 2026, an estimated $2.64M.
  • Caterpillar made up 0.41% of Empowered Funds's portfolio in Q2 2026, its #31 holding.
  • Empowered Funds first reported a position in Caterpillar in Q1 2018 and has held it in 16 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.