EFA
CAT icon

Evernest Financial Advisors’s Caterpillar CAT Stock Holding History

Evernest Financial Advisors’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 		$3.77M Sell
3,539
-164
-4% -$144K 0.79% 25
2026
Q1 		$3.07M Buy
3,703
+71
+2% +$49.2K 0.64% 31
2025
Q4 		$2.7M Sell
3,632
-638
-15% -$355K 0.56% 33
2025
Q3 		$2.04M Buy
4,270
+49
+1% +$20.9K 0.57% 37
2025
Q2 		$1.64M Buy
4,221
+300
+8% +$100K 0.53% 39
2025
Q1 		$1.29M Sell
3,921
-113
-3% -$40.3K 0.46% 46
2024
Q4 		$1.46M Buy
4,034
+305
+8% +$118K 0.38% 45
2024
Q3 		$1.46M Sell
3,729
-106
-3% -$36.6K 0.39% 41
2024
Q2 		$1.28M Sell
3,835
-328
-8% -$114K 0.57% 37
2024
Q1 		$1.48M Buy
4,163
+326
+8% +$104K 0.7% 29
2023
Q4 		$1.13M Buy
+3,837
New +$995K 0.58% 42
2021
Q4 		$1.22M Buy
+3,860
New +$777K 0.63% 33

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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

Evernest Financial Advisors's CAT Position: Q2 2026 in Review

Evernest Financial Advisors reduced its Caterpillar (CAT) stake by 4.4% in Q2 2026, selling an estimated $144K and leaving 3,539 shares worth $3.77M. The position accounts for 0.79% of the portfolio, ranked #25.

Evernest Financial Advisors first reported a position in CAT in Q4 2021 and has held it in 12 quarters since. 4,063 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Evernest Financial Advisors held 3,539 shares of Caterpillar worth $3.77M as of Q2 2026.
  • Evernest Financial Advisors sold 164 Caterpillar shares in Q2 2026, an estimated $144K.
  • Caterpillar made up 0.79% of Evernest Financial Advisors's portfolio in Q2 2026, its #25 holding.
  • Evernest Financial Advisors first reported a position in Caterpillar in Q4 2021 and has held it in 12 quarters since.
  • 4,063 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.