Enclave Advisors’s Caterpillar CAT Stock Holding History

Enclave Advisors’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	$3.9M	Buy	3,658 +191	+6%	+$168K	0.51%	41
2026 Q1	$2.46M	Buy	3,467 +2,149	+163%	+$1.49M	0.35%	52
2025 Q4	$755K	Buy	1,318 +608	+86%	+$338K	0.11%	79
2025 Q3	$339K	Buy	710 +49	+7%	+$20.9K	0.05%	96
2025 Q2	$257K	Sell	661 -28	-4%	-$9.33K	0.04%	106
2025 Q1	$227K	Sell	689 -23	-3%	-$8.19K	0.04%	105
2024 Q4	$258K	Hold	712	–	–	0.04%	107
2024 Q3	$278K	Buy	+712	New	+$246K	0.05%	98

Other funds holding CAT

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return