EPG Wealth Management’s Caterpillar CAT Stock Holding History

EPG Wealth Management’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	$4.99M	Sell	4,685 -13	-0.3%	-$11.4K	1.2%	22
2026 Q1	$3.33M	Sell	4,698 -1,444	-24%	-$1M	0.9%	23
2025 Q4	$3.52M	Sell	6,142 -33	-0.5%	-$18.3K	0.95%	23
2025 Q3	$2.95M	Buy	6,175 +1,514	+32%	+$646K	0.81%	29
2025 Q2	$1.81M	Buy	4,661 +740	+19%	+$247K	0.54%	49
2025 Q1	$1.29M	Buy	3,921 +3,355	+593%	+$1.2M	0.36%	79
2024 Q4	$205K	Buy	566 +2	+0.4%	+$776	0.05%	227
2024 Q3	$221K	Buy	+564	New	+$195K	0.06%	229
2024 Q2	–	Sell	-728	Closed	-$252K	–	250
2024 Q1	$267K	Buy	728 +32	+5%	+$10.2K	0.07%	228
2023 Q4	$218K	Buy	+696	New	+$181K	0.06%	231
2020 Q2	–	Sell	-807	Closed	-$94K	–	220
2020 Q1	$94K	Sell	807 -41	-5%	-$5.24K	0.07%	178
2019 Q4	$125K	Buy	+848	New	+$118K	0.09%	134

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

EPG Wealth Management's CAT Position: Q2 2026 in Review

EPG Wealth Management reduced its Caterpillar (CAT) stake by 0.28% in Q2 2026, selling an estimated $11.4K and leaving 4,685 shares worth $4.99M. The position accounts for 1.2% of the portfolio, ranked #22.

EPG Wealth Management first reported a position in CAT in Q4 2019 and has held it in 12 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

EPG Wealth Management held 4,685 shares of Caterpillar worth $4.99M as of Q2 2026.
EPG Wealth Management sold 13 Caterpillar shares in Q2 2026, an estimated $11.4K.
Caterpillar made up 1.2% of EPG Wealth Management's portfolio in Q2 2026, its #22 holding.
EPG Wealth Management first reported a position in Caterpillar in Q4 2019 and has held it in 12 quarters since.
4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.