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Evelyn Partners Asset Management’s Caterpillar CAT Stock Holding History

Evelyn Partners Asset Management’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 		$13.5K Hold
19
– – ﹤0.01% 240
2025
Q4 		$10.9K Hold
19
– – ﹤0.01% 227
2025
Q3 		$9.07K Hold
19
– – ﹤0.01% 236
2025
Q2 		$7.38K Hold
19
– – ﹤0.01% 204
2025
Q1 		$6.27K Hold
19
– – ﹤0.01% 215
2024
Q4 		$6.89K Buy
+19
New +$7.37K ﹤0.01% 213

Other funds holding CAT

BlackRock
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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

Evelyn Partners Asset Management's CAT Position: Q1 2026 in Review

Evelyn Partners Asset Management held its Caterpillar (CAT) position steady in Q1 2026 at 19 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #240.

Evelyn Partners Asset Management first reported a position in CAT in Q4 2024 and has held it in 6 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Evelyn Partners Asset Management held 19 shares of Caterpillar worth $13.5K as of Q1 2026.
  • Evelyn Partners Asset Management left its Caterpillar share count unchanged in Q1 2026.
  • Caterpillar made up ﹤0.01% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #240 holding.
  • Evelyn Partners Asset Management first reported a position in Caterpillar in Q4 2024 and has held it in 6 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.