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Everest Management Corp’s Caterpillar CAT Stock Holding History

Everest Management Corp’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 		$290K Buy
+272
New +$239K 0.11% 74

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Geode Capital Management
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Fisher Asset Management
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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 Management Corp's CAT Position: Q2 2026 in Review

Everest Management Corp opened a new position in Caterpillar (CAT) in Q2 2026: 272 shares worth $290K. The stake represents 0.11% of the portfolio and ranks #74 among its holdings.

4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Everest Management Corp held 272 shares of Caterpillar worth $290K as of Q2 2026.
  • Caterpillar was a new Everest Management Corp position in Q2 2026.
  • Caterpillar made up 0.11% of Everest Management Corp's portfolio in Q2 2026, its #74 holding.
  • 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Everest Management Corp's 13F filing for Q2 2026, filed 7 Aug 2026.