EH
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Equitable Holdings's CAT Position: Q1 2026 in Review

Equitable Holdings increased its Caterpillar (CAT) stake by 61% in Q1 2026, buying an estimated $9.52M and bringing the position to 36,174 shares worth $21.6M. The position accounts for 0.14% of the portfolio, ranked #139.

Equitable Holdings first reported a position in CAT in Q4 2019 and has held it in 26 quarters since. 3,737 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Equitable Holdings held 36,174 shares of Caterpillar worth $21.6M as of Q1 2026.
  • Equitable Holdings bought 13,752 Caterpillar shares in Q1 2026, an estimated $9.52M.
  • Caterpillar made up 0.14% of Equitable Holdings's portfolio in Q1 2026, its #139 holding.
  • Equitable Holdings first reported a position in Caterpillar in Q4 2019 and has held it in 26 quarters since.
  • 3,737 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.