Everhart Financial Group’s Caterpillar CAT Stock Holding History

Everhart 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	$5.6M	Sell	5,258 -52	-1%	-$45.7K	0.36%	35
2026 Q1	$3.76M	Buy	5,310 +755	+17%	+$523K	0.32%	45
2025 Q4	$2.61M	Buy	4,555 +571	+14%	+$317K	0.24%	50
2025 Q3	$1.9M	Buy	3,984 +621	+18%	+$265K	0.19%	64
2025 Q2	$1.31M	Sell	3,363 -613	-15%	-$204K	0.15%	94
2025 Q1	$1.31M	Sell	3,976 -36	-0.9%	-$12.8K	0.18%	81
2024 Q4	$1.46M	Buy	4,012 +156	+4%	+$60.5K	0.3%	59
2024 Q3	$1.51M	Buy	3,856 +450	+13%	+$155K	0.33%	51
2024 Q2	$1.13M	Buy	3,406 +617	+22%	+$214K	0.29%	64
2024 Q1	$1.02M	Buy	2,789 +1,113	+66%	+$356K	0.3%	69
2023 Q4	$496K	Sell	1,676 -36	-2%	-$9.34K	0.18%	115
2023 Q3	$467K	Buy	1,712 +214	+14%	+$58.1K	0.2%	99
2023 Q2	$369K	Buy	1,498 +105	+8%	+$23.4K	0.15%	130
2023 Q1	$319K	Buy	1,393 +360	+35%	+$87K	0.14%	129
2022 Q4	$247K	Buy	+1,033	New	+$225K	0.12%	143
2022 Q3	–	Sell	-1,428	Closed	-$255K	–	204
2022 Q2	$255K	Buy	+1,428	New	+$301K	0.16%	134

Other funds holding CAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

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

Everhart Financial Group reduced its Caterpillar (CAT) stake by 0.98% in Q2 2026, selling an estimated $45.7K and leaving 5,258 shares worth $5.6M. The position accounts for 0.36% of the portfolio, ranked #35.

Everhart Financial Group first reported a position in CAT in Q2 2022 and has held it in 16 quarters since. 736 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Everhart Financial Group held 5,258 shares of Caterpillar worth $5.6M as of Q2 2026.
Everhart Financial Group sold 52 Caterpillar shares in Q2 2026, an estimated $45.7K.
Caterpillar made up 0.36% of Everhart Financial Group's portfolio in Q2 2026, its #35 holding.
Everhart Financial Group first reported a position in Caterpillar in Q2 2022 and has held it in 16 quarters since.
736 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.