Ensign Peak Advisors
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Ensign Peak Advisors’s Caterpillar CAT Stock Holding History

Ensign Peak 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 		$242M Sell
227,255
-4,189
-2% -$3.68M 0.4% 46
2026
Q1 		$164M Buy
231,444
+52,569
+29% +$36.4M 0.31% 73
2025
Q4 		$102M Sell
178,875
-46,129
-21% -$25.6M 0.18% 108
2025
Q3 		$107M Buy
225,004
+6,096
+3% +$2.6M 0.18% 116
2025
Q2 		$85M Buy
218,908
+2,361
+1% +$787K 0.15% 137
2025
Q1 		$71.4M Buy
216,547
+16,986
+9% +$6.05M 0.14% 147
2024
Q4 		$72.4M Sell
199,561
-7,732
-4% -$3M 0.13% 147
2024
Q3 		$81.1M Sell
207,293
-894
-0.4% -$309K 0.14% 128
2024
Q2 		$69.3M Buy
208,187
+3,780
+2% +$1.31M 0.13% 140
2024
Q1 		$74.9M Sell
204,407
-19,710
-9% -$6.3M 0.14% 149
2023
Q4 		$66.3M Sell
224,117
-19,811
-8% -$5.14M 0.13% 143
2023
Q3 		$66.6M Sell
243,928
-8,629
-3% -$2.34M 0.14% 136
2023
Q2 		$62.1M Sell
252,557
-42,915
-15% -$9.57M 0.13% 146
2023
Q1 		$67.6M Sell
295,472
-32,938
-10% -$7.96M 0.15% 142
2022
Q4 		$78.7M Buy
328,410
+2,260
+0.7% +$492K 0.18% 122
2022
Q3 		$53.5M Buy
326,150
+58,056
+22% +$10.6M 0.13% 145
2022
Q2 		$47.9M Sell
268,094
-31,025
-10% -$6.54M 0.11% 163
2022
Q1 		$66.6M Buy
299,119
+342
+0.1% +$71.7K 0.14% 146
2021
Q4 		$61.8M Buy
298,777
+125,351
+72% +$25.2M 0.12% 163
2021
Q3 		$33.3M Buy
173,426
+2,786
+2% +$580K 0.07% 225
2021
Q2 		$37.1M Sell
170,640
-63,491
-27% -$14.7M 0.07% 220
2021
Q1 		$54.3M Buy
234,131
+37,243
+19% +$7.71M 0.12% 161
2020
Q4 		$35.8M Sell
196,888
-55,419
-22% -$9.4M 0.08% 212
2020
Q3 		$37.6M Buy
252,307
+14,455
+6% +$2.03M 0.1% 177
2020
Q2 		$30.1M Buy
237,852
+56,733
+31% +$6.73M 0.08% 206
2020
Q1 		$21M Sell
181,119
-127,937
-41% -$16.3M 0.07% 215
2019
Q4 		$45.6M Buy
+309,056
New +$43.1M 0.12% 140

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

Ensign Peak Advisors's CAT Position: Q2 2026 in Review

Ensign Peak Advisors reduced its Caterpillar (CAT) stake by 1.8% in Q2 2026, selling an estimated $3.68M and leaving 227,255 shares worth $242M. The position accounts for 0.4% of the portfolio, ranked #46.

Ensign Peak Advisors first reported a position in CAT in Q4 2019 and has held it in 27 quarters since. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Ensign Peak Advisors held 227,255 shares of Caterpillar worth $242M as of Q2 2026.
  • Ensign Peak Advisors sold 4,189 Caterpillar shares in Q2 2026, an estimated $3.68M.
  • Caterpillar made up 0.4% of Ensign Peak Advisors's portfolio in Q2 2026, its #46 holding.
  • Ensign Peak Advisors first reported a position in Caterpillar in Q4 2019 and has held it in 27 quarters since.
  • 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Ensign Peak Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.