EH
CAT icon

Equitable Holdings’s Caterpillar CAT Stock Holding History

Equitable Holdings’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 		$35.4M Sell
33,278
-2,896
-8% -$2.54M 0.21% 107
2026
Q1 		$21.6M Buy
36,174
+13,752
+61% +$9.52M 0.14% 139
2025
Q4 		$12.8M Sell
22,422
-1,548
-6% -$860K 0.09% 202
2025
Q3 		$11.4M Buy
23,970
+937
+4% +$400K 0.08% 199
2025
Q2 		$8.94M Buy
23,033
+5,487
+31% +$1.83M 0.07% 221
2025
Q1 		$5.79M Buy
17,546
+2,251
+15% +$802K 0.05% 269
2024
Q4 		$5.55M Buy
15,295
+587
+4% +$228K 0.05% 265
2024
Q3 		$5.75M Sell
14,708
-2,515
-15% -$869K 0.06% 256
2024
Q2 		$5.74M Buy
17,223
+2,184
+15% +$757K 0.06% 234
2024
Q1 		$5.51M Buy
15,039
+920
+7% +$294K 0.06% 220
2023
Q4 		$4.17M Buy
14,119
+3,041
+27% +$789K 0.05% 253
2023
Q3 		$3.02M Buy
11,078
+869
+9% +$236K 0.04% 279
2023
Q2 		$2.51M Buy
10,209
+1,855
+22% +$414K 0.04% 301
2023
Q1 		$1.91M Buy
8,354
+43
+0.5% +$10.4K 0.03% 329
2022
Q4 		$1.99M Sell
8,311
-123
-1% -$26.8K 0.03% 304
2022
Q3 		$1.38M Buy
8,434
+300
+4% +$54.8K 0.03% 333
2022
Q2 		$1.45M Sell
8,134
-495
-6% -$104K 0.03% 314
2022
Q1 		$1.92M Buy
8,629
+839
+11% +$176K 0.03% 291
2021
Q4 		$1.61M Buy
7,790
+953
+14% +$192K 0.03% 310
2021
Q3 		$1.31M Buy
6,837
+467
+7% +$97.3K 0.02% 326
2021
Q2 		$1.39M Buy
6,370
+185
+3% +$42.7K 0.02% 314
2021
Q1 		$1.43M Buy
6,185
+47
+0.8% +$9.73K 0.03% 296
2020
Q4 		$1.12M Buy
6,138
+68
+1% +$11.5K 0.03% 303
2020
Q3 		$905K Sell
6,070
-124
-2% -$17.4K 0.02% 322
2020
Q2 		$784K Sell
6,194
-144
-2% -$17.1K 0.02% 337
2020
Q1 		$735K Buy
6,338
+523
+9% +$66.8K 0.03% 310
2019
Q4 		$859K Buy
+5,815
New +$812K 0.03% 316

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Equitable Holdings's CAT Position: Q2 2026 in Review

Equitable Holdings reduced its Caterpillar (CAT) stake by 8% in Q2 2026, selling an estimated $2.54M and leaving 33,278 shares worth $35.4M. The position accounts for 0.21% of the portfolio, ranked #107.

Equitable Holdings first reported a position in CAT in Q4 2019 and has held it in 27 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Equitable Holdings held 33,278 shares of Caterpillar worth $35.4M as of Q2 2026.
  • Equitable Holdings sold 2,896 Caterpillar shares in Q2 2026, an estimated $2.54M.
  • Caterpillar made up 0.21% of Equitable Holdings's portfolio in Q2 2026, its #107 holding.
  • Equitable Holdings first reported a position in Caterpillar in Q4 2019 and has held it in 27 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.