Evergreen Private Wealth’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Other funds holding CAT
Evergreen Private Wealth's CAT Position: Q2 2026 in Review
Evergreen Private Wealth opened a new position in Caterpillar (CAT) in Q2 2026: 104 shares worth $111K. The stake represents 0.04% of the portfolio and ranks #85 among its holdings. This is a return to the name: Evergreen Private Wealth previously reported a position in CAT as recently as Q3 2025.
Evergreen Private Wealth first reported a position in CAT in Q4 2023 and has held it in 9 quarters since. 4,033 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Evergreen Private Wealth held 104 shares of Caterpillar worth $111K as of Q2 2026.
- Caterpillar was a new Evergreen Private Wealth position in Q2 2026.
- Caterpillar made up 0.04% of Evergreen Private Wealth's portfolio in Q2 2026, its #85 holding.
- Evergreen Private Wealth first reported a position in Caterpillar in Q4 2023 and has held it in 9 quarters since.
- 4,033 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Evergreen Private Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.