EP
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Essential Partners’s Caterpillar CAT Stock Holding History

Essential Partners’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
Q3 		$214K Buy
264
+71
+37% +$60.2K 0.1% 220
2026
Q2 		$206K Buy
193
+34
+21% +$29.9K 0.09% 224
2026
Q1 		$113K Buy
159
+6
+4% +$4.16K 0.04% 397
2025
Q4 		$87.7K Buy
153
+39
+34% +$21.7K 0.03% 477
2025
Q3 		$54.4K Buy
114
+57
+100% +$24.3K 0.02% 580
2025
Q2 		$22.1K Buy
+57
New +$19K 0.01% 647

Other funds holding CAT

Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Essential Partners's CAT Position: Q3 2026 in Review

Essential Partners increased its Caterpillar (CAT) stake by 37% in Q3 2026, buying an estimated $60.2K and bringing the position to 264 shares worth $214K. The position accounts for 0.1% of the portfolio, ranked #220.

Essential Partners first reported a position in CAT in Q2 2025 and has held it in 6 quarters since. 917 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Essential Partners held 264 shares of Caterpillar worth $214K as of Q3 2026.
  • Essential Partners bought 71 Caterpillar shares in Q3 2026, an estimated $60.2K.
  • Caterpillar made up 0.1% of Essential Partners's portfolio in Q3 2026, its #220 holding.
  • Essential Partners first reported a position in Caterpillar in Q2 2025 and has held it in 6 quarters since.
  • 917 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.