Envestnet Portfolio Solutions
CAT icon

Envestnet Portfolio Solutions’s Caterpillar CAT Stock Holding History

Envestnet Portfolio Solutions’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 		$10.3M Buy
9,691
+486
+5% +$427K 0.05% 213
2026
Q1 		$6.52M Sell
9,205
-2,446
-21% -$1.69M 0.04% 247
2025
Q4 		$6.67M Buy
11,651
+2,645
+29% +$1.47M 0.02% 316
2025
Q3 		$4.3M Sell
9,006
-89
-1% -$38K 0.02% 376
2025
Q2 		$3.53M Sell
9,095
-2,891
-24% -$964K 0.01% 430
2025
Q1 		$3.95M Sell
11,986
-2,733
-19% -$974K 0.02% 420
2024
Q4 		$5.34M Sell
14,719
-2,339
-14% -$907K 0.02% 378
2024
Q3 		$6.67M Sell
17,058
-1,412
-8% -$488K 0.02% 329
2024
Q2 		$6.15M Sell
18,470
-3,543
-16% -$1.23M 0.02% 327
2024
Q1 		$8.07M Sell
22,013
-12,099
-35% -$3.87M 0.03% 274
2023
Q4 		$10.1M Buy
34,112
+1,867
+6% +$484K 0.04% 206
2023
Q3 		$8.8M Buy
+32,245
New +$8.75M 0.04% 202

Other funds holding CAT

SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Envestnet Portfolio Solutions's CAT Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Caterpillar (CAT) stake by 5.3% in Q2 2026, buying an estimated $427K and bringing the position to 9,691 shares worth $10.3M. The position accounts for 0.05% of the portfolio, ranked #213.

Envestnet Portfolio Solutions first reported a position in CAT in Q3 2023 and has held it in 12 quarters since. 1,072 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Envestnet Portfolio Solutions held 9,691 shares of Caterpillar worth $10.3M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 486 Caterpillar shares in Q2 2026, an estimated $427K.
  • Caterpillar made up 0.05% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #213 holding.
  • Envestnet Portfolio Solutions first reported a position in Caterpillar in Q3 2023 and has held it in 12 quarters since.
  • 1,072 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.