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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evernest Financial Advisors's CAT Position: Q1 2026 in Review

Evernest Financial Advisors increased its Caterpillar (CAT) stake by 2% in Q1 2026, buying an estimated $49.2K and bringing the position to 3,703 shares worth $3.07M. The position accounts for 0.64% of the portfolio, ranked #31.

Evernest Financial Advisors first reported a position in CAT in Q4 2021 and has held it in 11 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Evernest Financial Advisors held 3,703 shares of Caterpillar worth $3.07M as of Q1 2026.
Evernest Financial Advisors bought 71 Caterpillar shares in Q1 2026, an estimated $49.2K.
Caterpillar made up 0.64% of Evernest Financial Advisors's portfolio in Q1 2026, its #31 holding.
Evernest Financial Advisors first reported a position in Caterpillar in Q4 2021 and has held it in 11 quarters since.
3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.