Evergreen Capital Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.86M | Sell |
7,383
-461
| -6% | -$405K | 0.14% | 151 |
|
|
2026
Q1 | $5.56M | Buy |
7,844
+57
| +0.7% | +$39.5K | 0.12% | 180 |
|
|
2025
Q4 | $4.46M | Buy |
7,787
+3,056
| +65% | +$1.7M | 0.1% | 199 |
|
|
2025
Q3 | $2.26M | Buy |
4,731
+683
| +17% | +$292K | 0.05% | 267 |
|
|
2025
Q2 | $1.57M | Sell |
4,048
-523
| -11% | -$174K | 0.05% | 295 |
|
|
2025
Q1 | $1.51M | Buy |
4,571
+103
| +2% | +$36.7K | 0.05% | 281 |
|
|
2024
Q4 | $1.62M | Buy |
4,468
+391
| +10% | +$152K | 0.05% | 284 |
|
|
2024
Q3 | $1.59M | Buy |
4,077
+154
| +4% | +$53.2K | 0.05% | 281 |
|
|
2024
Q2 | $1.31M | Buy |
3,923
+588
| +18% | +$204K | 0.05% | 281 |
|
|
2024
Q1 | $1.22M | Buy |
3,335
+141
| +4% | +$45.1K | 0.05% | 275 |
|
|
2023
Q4 | $944K | Buy |
3,194
+45
| +1% | +$11.7K | 0.04% | 300 |
|
|
2023
Q3 | $860K | Buy |
3,149
+595
| +23% | +$161K | 0.04% | 303 |
|
|
2023
Q2 | $628K | Buy |
2,554
+128
| +5% | +$28.5K | 0.03% | 353 |
|
|
2023
Q1 | $555K | Sell |
2,426
-214
| -8% | -$51.7K | 0.02% | 361 |
|
|
2022
Q4 | $632K | Buy |
2,640
+119
| +5% | +$25.9K | 0.03% | 332 |
|
|
2022
Q3 | $414K | Buy |
2,521
+271
| +12% | +$49.5K | 0.02% | 378 |
|
|
2022
Q2 | $403K | Sell |
2,250
-881
| -28% | -$186K | 0.02% | 371 |
|
|
2022
Q1 | $698K | Buy |
3,131
+216
| +7% | +$45.3K | 0.03% | 327 |
|
|
2021
Q4 | $603K | Buy |
2,915
+685
| +31% | +$138K | 0.02% | 349 |
|
|
2021
Q3 | $428K | Buy |
2,230
+120
| +6% | +$25K | 0.02% | 373 |
|
|
2021
Q2 | $459K | Buy |
2,110
+244
| +13% | +$56.4K | 0.02% | 347 |
|
|
2021
Q1 | $433K | Sell |
1,866
-369
| -17% | -$76.4K | 0.02% | 335 |
|
|
2020
Q4 | $407K | Sell |
2,235
-1,090
| -33% | -$185K | 0.02% | 309 |
|
|
2020
Q3 | $496K | Buy |
3,325
+53
| +2% | +$7.45K | 0.03% | 263 |
|
|
2020
Q2 | $414K | Buy |
3,272
+312
| +11% | +$37K | 0.03% | 261 |
|
|
2020
Q1 | $343K | Sell |
2,960
-218
| -7% | -$27.8K | 0.03% | 262 |
|
|
2019
Q4 | $469K | Sell |
3,178
-13
| -0.4% | -$1.81K | 0.04% | 260 |
|
|
2019
Q3 | $403K | Sell |
3,191
-142
| -4% | -$18K | 0.04% | 256 |
|
|
2019
Q2 | $454K | Sell |
3,333
-120
| -3% | -$15.9K | 0.04% | 237 |
|
|
2019
Q1 | $468K | Buy |
3,453
+20
| +0.6% | +$2.66K | 0.05% | 221 |
|
|
2018
Q4 | $436K | Buy |
+3,433
| New | +$447K | 0.05% | 220 |
|
Other funds holding CAT
ECSS
MG
Evergreen Capital Management's CAT Position: Q2 2026 in Review
Evergreen Capital Management reduced its Caterpillar (CAT) stake by 5.9% in Q2 2026, selling an estimated $405K and leaving 7,383 shares worth $7.86M. The position accounts for 0.14% of the portfolio, ranked #151.
Evergreen Capital Management first reported a position in CAT in Q4 2018 and has held it in 31 quarters since. 2,018 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Evergreen Capital Management held 7,383 shares of Caterpillar worth $7.86M as of Q2 2026.
- Evergreen Capital Management sold 461 Caterpillar shares in Q2 2026, an estimated $405K.
- Caterpillar made up 0.14% of Evergreen Capital Management's portfolio in Q2 2026, its #151 holding.
- Evergreen Capital Management first reported a position in Caterpillar in Q4 2018 and has held it in 31 quarters since.
- 2,018 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.