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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 0.49% 41
2026
Q1 		$2.46M Buy
3,467
+2,149
+163% +$1.49M 0.34% 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

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

Enclave Advisors's CAT Position: Q2 2026 in Review

Enclave Advisors increased its Caterpillar (CAT) stake by 5.5% in Q2 2026, buying an estimated $168K and bringing the position to 3,658 shares worth $3.9M. The position accounts for 0.49% of the portfolio, ranked #41.

Enclave Advisors first reported a position in CAT in Q3 2024 and has held it in 8 quarters since. 4,042 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Enclave Advisors held 3,658 shares of Caterpillar worth $3.9M as of Q2 2026.
  • Enclave Advisors bought 191 Caterpillar shares in Q2 2026, an estimated $168K.
  • Caterpillar made up 0.49% of Enclave Advisors's portfolio in Q2 2026, its #41 holding.
  • Enclave Advisors first reported a position in Caterpillar in Q3 2024 and has held it in 8 quarters since.
  • 4,042 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Enclave Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.