EFG
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Ethos Financial Group’s Caterpillar CAT Stock Holding History

Ethos Financial Group’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 		$2.13M Buy
3,292
+112
+4% +$77.6K 0.16% 129
2025
Q4 		$1.82M Sell
3,180
-434
-12% -$241K 0.13% 145
2025
Q3 		$1.72M Buy
3,614
+1,110
+44% +$474K 0.14% 136
2025
Q2 		$972K Sell
2,504
-3,022
-55% -$1.01M 0.08% 171
2025
Q1 		$1.91M Buy
5,526
+4,263
+338% +$1.52M 0.18% 118
2024
Q4 		$460K Buy
1,263
+509
+68% +$197K 0.06% 164
2024
Q3 		$295K Buy
754
+27
+4% +$9.32K 0.05% 208
2024
Q2 		$242K Sell
727
-8
-1% -$2.77K 0.04% 234
2024
Q1 		$269K Buy
735
+22
+3% +$7.03K 0.05% 218
2023
Q4 		$211K Buy
+713
New +$185K 0.04% 243

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

Ethos Financial Group's CAT Position: Q1 2026 in Review

Ethos Financial Group increased its Caterpillar (CAT) stake by 3.5% in Q1 2026, buying an estimated $77.6K and bringing the position to 3,292 shares worth $2.13M. The position accounts for 0.16% of the portfolio, ranked #129.

Ethos Financial Group first reported a position in CAT in Q4 2023 and has held it in 10 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Ethos Financial Group held 3,292 shares of Caterpillar worth $2.13M as of Q1 2026.
  • Ethos Financial Group bought 112 Caterpillar shares in Q1 2026, an estimated $77.6K.
  • Caterpillar made up 0.16% of Ethos Financial Group's portfolio in Q1 2026, its #129 holding.
  • Ethos Financial Group first reported a position in Caterpillar in Q4 2023 and has held it in 10 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.