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
Q2 		$2.77M Sell
2,998
-294
-9% -$258K 0.19% 111
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Ethos Financial Group's CAT Position: Q2 2026 in Review

Ethos Financial Group reduced its Caterpillar (CAT) stake by 8.9% in Q2 2026, selling an estimated $258K and leaving 2,998 shares worth $2.77M. The position accounts for 0.19% of the portfolio, ranked #111.

Ethos Financial Group first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Ethos Financial Group held 2,998 shares of Caterpillar worth $2.77M as of Q2 2026.
  • Ethos Financial Group sold 294 Caterpillar shares in Q2 2026, an estimated $258K.
  • Caterpillar made up 0.19% of Ethos Financial Group's portfolio in Q2 2026, its #111 holding.
  • Ethos Financial Group first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.