EA
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Everpar Advisors’s Caterpillar CAT Stock Holding History

Everpar 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 		$2.13M Buy
2,003
+93
+5% +$81.7K 0.61% 34
2026
Q1 		$1.35M Buy
1,910
+161
+9% +$112K 0.47% 44
2025
Q4 		$1M Buy
1,749
+221
+14% +$123K 0.37% 53
2025
Q3 		$729K Sell
1,528
-66
-4% -$28.2K 0.29% 78
2025
Q2 		$619K Buy
1,594
+204
+15% +$68K 0.28% 84
2025
Q1 		$458K Sell
1,390
-290
-17% -$103K 0.24% 112
2024
Q4 		$609K Buy
1,680
+181
+12% +$70.2K 0.31% 77
2024
Q3 		$586K Buy
1,499
+135
+10% +$46.6K 0.3% 87
2024
Q2 		$454K Sell
1,364
-51
-4% -$17.7K 0.23% 136
2024
Q1 		$518K Sell
1,415
-889
-39% -$284K 0.32% 99
2023
Q4 		$681K Buy
+2,304
New +$598K 0.32% 114

Other funds holding CAT

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

Everpar Advisors's CAT Position: Q2 2026 in Review

Everpar Advisors increased its Caterpillar (CAT) stake by 4.9% in Q2 2026, buying an estimated $81.7K and bringing the position to 2,003 shares worth $2.13M. The position accounts for 0.61% of the portfolio, ranked #34.

Everpar Advisors first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 736 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Everpar Advisors held 2,003 shares of Caterpillar worth $2.13M as of Q2 2026.
  • Everpar Advisors bought 93 Caterpillar shares in Q2 2026, an estimated $81.7K.
  • Caterpillar made up 0.61% of Everpar Advisors's portfolio in Q2 2026, its #34 holding.
  • Everpar Advisors first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
  • 736 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.