EFL
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ERn Financial LLC’s Caterpillar CAT Stock Holding History

ERn Financial LLC’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 		$235K Buy
+221
New +$194K 0.04% 145
2025
Q1 		– Sell
-645
Closed -$234K – 184
2024
Q4 		$234K Buy
645
+82
+15% +$31.8K 0.04% 179
2024
Q3 		$220K Buy
+563
New +$194K 0.03% 178

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ERn Financial LLC's CAT Position: Q2 2026 in Review

ERn Financial LLC opened a new position in Caterpillar (CAT) in Q2 2026: 221 shares worth $235K. The stake represents 0.04% of the portfolio and ranks #145 among its holdings. This is a return to the name: ERn Financial LLC previously reported a position in CAT as recently as Q4 2024.

ERn Financial LLC first reported a position in CAT in Q3 2024 and has held it in 3 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • ERn Financial LLC held 221 shares of Caterpillar worth $235K as of Q2 2026.
  • Caterpillar was a new ERn Financial LLC position in Q2 2026.
  • Caterpillar made up 0.04% of ERn Financial LLC's portfolio in Q2 2026, its #145 holding.
  • ERn Financial LLC first reported a position in Caterpillar in Q3 2024 and has held it in 3 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on ERn Financial LLC's 13F filing for Q2 2026, filed 23 Jul 2026.