EI
CAT icon

Ethic Inc’s Caterpillar CAT Stock Holding History

Ethic Inc’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 		$63.9M Buy
59,981
+3,826
+7% +$3.36M 0.8% 18
2026
Q1 		$39.8M Sell
56,155
-3,051
-5% -$2.11M 0.62% 16
2025
Q4 		$33.9M Buy
59,206
+1,382
+2% +$768K 0.52% 21
2025
Q3 		$27.6M Sell
57,824
-432
-0.7% -$184K 0.45% 24
2025
Q2 		$22.4M Buy
58,256
+2,152
+4% +$717K 0.4% 34
2025
Q1 		$18.5M Sell
56,104
-995
-2% -$354K 0.38% 41
2024
Q4 		$20.7M Buy
57,099
+12,388
+28% +$4.8M 0.42% 34
2024
Q3 		$16.4M Sell
44,711
-4,567
-9% -$1.58M 0.41% 34
2024
Q2 		$16.4M Buy
49,278
+4,567
+10% +$1.58M 0.38% 40
2024
Q1 		$16.4M Buy
44,711
+1,196
+3% +$382K 0.41% 34
2023
Q4 		$12.9M Buy
43,515
+2,204
+5% +$572K 0.38% 38
2023
Q3 		$11.3M Buy
41,311
+3,524
+9% +$956K 0.4% 36
2023
Q2 		$9.3M Sell
37,787
-290
-0.8% -$64.7K 0.34% 47
2023
Q1 		$8.71M Buy
38,077
+9,806
+35% +$2.37M 0.35% 50
2022
Q4 		$6.77M Buy
28,271
+13,845
+96% +$3.01M 0.37% 51
2022
Q3 		$2.37M Buy
14,426
+2,942
+26% +$537K 0.16% 165
2022
Q2 		$2.05M Sell
11,484
-9,744
-46% -$2.05M 0.14% 177
2022
Q1 		$4.73M Buy
21,228
+3,991
+23% +$837K 0.33% 69
2021
Q4 		$3.56M Buy
17,237
+7,415
+75% +$1.49M 0.27% 83
2021
Q3 		$1.89M Buy
9,822
+5,179
+112% +$1.08M 0.19% 133
2021
Q2 		$1.01M Sell
4,643
-1,116
-19% -$258K 0.12% 206
2021
Q1 		$1.33M Buy
5,759
+856
+17% +$177K 0.24% 104
2020
Q4 		$892K Buy
4,903
+1,502
+44% +$255K 0.24% 105
2020
Q3 		$507K Buy
3,401
+685
+25% +$96.2K 0.19% 129
2020
Q2 		$344K Buy
2,716
+220
+9% +$26.1K 0.2% 148
2020
Q1 		$290K Buy
2,496
+525
+27% +$67.1K 0.24% 134
2019
Q4 		$291K Buy
+1,971
New +$275K 0.21% 159

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Ethic Inc's CAT Position: Q2 2026 in Review

Ethic Inc increased its Caterpillar (CAT) stake by 6.8% in Q2 2026, buying an estimated $3.36M and bringing the position to 59,981 shares worth $63.9M. The position accounts for 0.8% of the portfolio, ranked #18.

Ethic Inc first reported a position in CAT in Q4 2019 and has held it in 27 quarters since. 4,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Ethic Inc held 59,981 shares of Caterpillar worth $63.9M as of Q2 2026.
  • Ethic Inc bought 3,826 Caterpillar shares in Q2 2026, an estimated $3.36M.
  • Caterpillar made up 0.8% of Ethic Inc's portfolio in Q2 2026, its #18 holding.
  • Ethic Inc first reported a position in Caterpillar in Q4 2019 and has held it in 27 quarters since.
  • 4,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.