EQ Wealth Advisors’s Caterpillar CAT Stock Holding History

EQ 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 Q1	–	Sell	-8	Closed	-$4.58K	–	71
2025 Q4	$4.58K	Buy	+8	New	+$4.45K	﹤0.01%	198

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

EQ Wealth Advisors's CAT Position: Q1 2026 in Review

EQ Wealth Advisors sold out of Caterpillar (CAT) in Q1 2026, closing a stake of 8 shares — an estimated $4.58K sold.

EQ Wealth Advisors first reported a position in CAT in Q4 2025 and held it in 1 quarter. The position peaked at $4.58K in Q4 2025. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

EQ Wealth Advisors reported no remaining Caterpillar position as of Q1 2026 after selling out during the quarter.
EQ Wealth Advisors sold 8 Caterpillar shares in Q1 2026, an estimated $4.58K.
EQ Wealth Advisors first reported a position in Caterpillar in Q4 2025 and held it in 1 quarter.
EQ Wealth Advisors's Caterpillar position peaked at $4.58K in Q4 2025.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on EQ Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.