EPIMS
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Evelyn Partners Investment Management Services’s Caterpillar CAT Stock Holding History

Evelyn Partners Investment Management Services’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 		$44.6K Hold
63
– – 0.01% 186
2025
Q4 		$36.1K Hold
63
– – ﹤0.01% 188
2025
Q3 		$30.1K Hold
63
– – ﹤0.01% 201
2025
Q2 		$24.5K Sell
63
-150
-70% -$50K ﹤0.01% 200
2025
Q1 		$70.2K Hold
213
– – 0.01% 151
2024
Q4 		$77.3K Buy
+213
New +$82.6K 0.01% 146

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

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

Evelyn Partners Investment Management Services held its Caterpillar (CAT) position steady in Q1 2026 at 63 shares worth $44.6K. The position accounts for 0.01% of the portfolio, ranked #186.

Evelyn Partners Investment Management Services first reported a position in CAT in Q4 2024 and has held it in 6 quarters since. The position peaked at $77.3K in Q4 2024. 3,737 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Evelyn Partners Investment Management Services held 63 shares of Caterpillar worth $44.6K as of Q1 2026.
  • Evelyn Partners Investment Management Services left its Caterpillar share count unchanged in Q1 2026.
  • Caterpillar made up 0.01% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #186 holding.
  • Evelyn Partners Investment Management Services first reported a position in Caterpillar in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management Services's Caterpillar position peaked at $77.3K in Q4 2024.
  • 3,737 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

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