EFG
CAT icon

Everest Financial Group’s Caterpillar CAT Stock Holding History

Everest 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 		$371K Buy
349
+54
+18% +$47.4K 0.05% 164
2026
Q1 		$209K Buy
+295
New +$204K 0.03% 195

Other funds holding CAT

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State Street
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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

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

Everest Financial Group increased its Caterpillar (CAT) stake by 18% in Q2 2026, buying an estimated $47.4K and bringing the position to 349 shares worth $371K. The position accounts for 0.05% of the portfolio, ranked #164.

Everest Financial Group first reported a position in CAT in Q1 2026 and has held it in 2 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Everest Financial Group held 349 shares of Caterpillar worth $371K as of Q2 2026.
  • Everest Financial Group bought 54 Caterpillar shares in Q2 2026, an estimated $47.4K.
  • Caterpillar made up 0.05% of Everest Financial Group's portfolio in Q2 2026, its #164 holding.
  • Everest Financial Group first reported a position in Caterpillar in Q1 2026 and has held it in 2 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.