Encompass Wealth Advisors’s Caterpillar CAT Stock Holding History

Encompass Wealth 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	$836K	Buy	785 +30	+4%	+$26.4K	0.25%	48
2026 Q1	$535K	Sell	755 -10	-1%	-$6.93K	0.19%	54
2025 Q4	$438K	Sell	765 -40	-5%	-$22.2K	0.15%	65
2025 Q3	$384K	Sell	805 -20	-2%	-$8.54K	0.13%	81
2025 Q2	$320K	Sell	825 -1	-0.1%	-$333	0.12%	84
2025 Q1	$272K	Hold	826	–	–	0.11%	85
2024 Q4	$300K	Buy	826 +3	+0.4%	+$1.16K	0.12%	83
2024 Q3	$322K	Sell	823 -18	-2%	-$6.22K	0.08%	186
2024 Q2	$280K	Hold	841	–	–	0.07%	190
2024 Q1	$308K	Hold	841	–	–	0.08%	193
2023 Q4	$249K	Hold	841	–	–	0.07%	182
2023 Q3	$230K	Hold	841	–	–	0.08%	183
2023 Q2	$207K	Buy	+841	New	+$188K	0.07%	198
2023 Q1	–	Sell	-841	Closed	-$201K	–	281
2022 Q4	$201K	Buy	+841	New	+$183K	0.07%	194

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Encompass Wealth Advisors's CAT Position: Q2 2026 in Review

Encompass Wealth Advisors increased its Caterpillar (CAT) stake by 4% in Q2 2026, buying an estimated $26.4K and bringing the position to 785 shares worth $836K. The position accounts for 0.25% of the portfolio, ranked #48.

Encompass Wealth Advisors first reported a position in CAT in Q4 2022 and has held it in 14 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Encompass Wealth Advisors held 785 shares of Caterpillar worth $836K as of Q2 2026.
Encompass Wealth Advisors bought 30 Caterpillar shares in Q2 2026, an estimated $26.4K.
Caterpillar made up 0.25% of Encompass Wealth Advisors's portfolio in Q2 2026, its #48 holding.
Encompass Wealth Advisors first reported a position in Caterpillar in Q4 2022 and has held it in 14 quarters since.
4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Encompass Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.