Encompass More Asset Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Other funds holding CAT
Encompass More Asset Management's CAT Position: Q2 2026 in Review
Encompass More Asset Management increased its Caterpillar (CAT) stake by 67% in Q2 2026, buying an estimated $258K and bringing the position to 734 shares worth $782K. The position accounts for 0.11% of the portfolio, ranked #109.
Encompass More Asset Management first reported a position in CAT in Q3 2024 and has held it in 6 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Encompass More Asset Management held 734 shares of Caterpillar worth $782K as of Q2 2026.
- Encompass More Asset Management bought 294 Caterpillar shares in Q2 2026, an estimated $258K.
- Caterpillar made up 0.11% of Encompass More Asset Management's portfolio in Q2 2026, its #109 holding.
- Encompass More Asset Management first reported a position in Caterpillar in Q3 2024 and has held it in 6 quarters since.
- 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Encompass More Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.