Evermay Wealth Management’s Caterpillar CAT Stock Holding History

Evermay Wealth Management’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	$3.6M	Buy	3,383 +121	+4%	+$106K	0.37%	29
2026 Q1	$2.31M	Buy	3,262 +35	+1%	+$24.2K	0.26%	42
2025 Q4	$1.85M	Buy	3,227 +732	+29%	+$407K	0.21%	50
2025 Q3	$1.19M	Sell	2,495 -60	-2%	-$25.6K	0.14%	75
2025 Q2	$992K	Buy	2,555 +210	+9%	+$70K	0.12%	81
2025 Q1	$773K	Sell	2,345 -83	-3%	-$29.6K	0.1%	93
2024 Q4	$881K	Buy	2,428 +726	+43%	+$282K	0.13%	85
2024 Q3	$666K	Hold	1,702	–	–	0.11%	109
2024 Q2	$567K	Hold	1,702	–	–	0.09%	119
2024 Q1	$624K	Sell	1,702 -30	-2%	-$9.59K	0.09%	112
2023 Q4	$512K	Buy	1,732 +9	+0.5%	+$2.33K	0.09%	103
2023 Q3	$470K	Sell	1,723 -110	-6%	-$29.8K	0.1%	104
2023 Q2	$451K	Sell	1,833 -71	-4%	-$15.8K	0.09%	111
2023 Q1	$436K	Buy	1,904 +100	+6%	+$24.2K	0.09%	103
2022 Q4	$432K	Sell	1,804 -61	-3%	-$13.3K	0.09%	107
2022 Q3	$306K	Hold	1,865	–	–	0.06%	130
2022 Q2	$333K	Sell	1,865 -70	-4%	-$14.8K	0.06%	127
2022 Q1	$431K	Hold	1,935	–	–	0.07%	121
2021 Q4	$400K	Sell	1,935 -10	-0.5%	-$2.01K	0.07%	113
2021 Q3	$373K	Sell	1,945 -400	-17%	-$83.3K	0.07%	108
2021 Q2	$510K	Sell	2,345 -98	-4%	-$22.6K	0.09%	91
2021 Q1	$566K	Sell	2,443 -332	-12%	-$68.7K	0.11%	79
2020 Q4	$505K	Sell	2,775 -180	-6%	-$30.5K	0.11%	85
2020 Q3	$441K	Hold	2,955	–	–	0.11%	88
2020 Q2	$374K	Buy	2,955 +400	+16%	+$47.4K	0.1%	96
2020 Q1	$296K	Sell	2,555 -410	-14%	-$52.4K	0.09%	106
2019 Q4	$438K	Sell	2,965 -150	-5%	-$20.9K	0.11%	96
2019 Q3	$393K	Sell	3,115 -500	-14%	-$63.5K	0.11%	96
2019 Q2	$493K	Buy	3,615 +250	+7%	+$33K	0.14%	73
2019 Q1	$456K	Sell	3,365 -75	-2%	-$9.96K	0.13%	81
2018 Q4	$437K	Sell	3,440 -1,675	-33%	-$218K	0.14%	72
2018 Q3	$780K	Buy	5,115 +1,100	+27%	+$156K	0.24%	43
2018 Q2	$545K	Sell	4,015 -80	-2%	-$12K	0.18%	61
2018 Q1	$604K	Buy	4,095 +1,250	+44%	+$197K	0.21%	61
2017 Q4	$448K	Buy	+2,845	New	+$395K	0.16%	71

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Evermay Wealth Management's CAT Position: Q2 2026 in Review

Evermay Wealth Management increased its Caterpillar (CAT) stake by 3.7% in Q2 2026, buying an estimated $106K and bringing the position to 3,383 shares worth $3.6M. The position accounts for 0.37% of the portfolio, ranked #29.

Evermay Wealth Management first reported a position in CAT in Q4 2017 and has held it in 35 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Evermay Wealth Management held 3,383 shares of Caterpillar worth $3.6M as of Q2 2026.
Evermay Wealth Management bought 121 Caterpillar shares in Q2 2026, an estimated $106K.
Caterpillar made up 0.37% of Evermay Wealth Management's portfolio in Q2 2026, its #29 holding.
Evermay Wealth Management first reported a position in Caterpillar in Q4 2017 and has held it in 35 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.