EWA
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EverSource Wealth Advisors’s Caterpillar CAT Stock Holding History

EverSource Wealth 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 		$4.36M Sell
4,098
-500
-11% -$439K 0.15% 133
2026
Q1 		$3.26M Buy
4,598
+91
+2% +$63K 0.1% 158
2025
Q4 		$2.58M Buy
4,507
+1,094
+32% +$608K 0.1% 163
2025
Q3 		$1.63M Sell
3,413
-57
-2% -$24.3K 0.06% 203
2025
Q2 		$1.35M Sell
3,470
-1,174
-25% -$391K 0.06% 216
2025
Q1 		$1.53M Buy
4,644
+350
+8% +$125K 0.08% 189
2024
Q4 		$1.56M Buy
4,294
+458
+12% +$178K 0.09% 182
2024
Q3 		$1.5M Sell
3,836
-131
-3% -$45.2K 0.1% 165
2024
Q2 		$1.37M Sell
3,967
-96
-2% -$33.3K 0.09% 171
2024
Q1 		$1.36M Buy
4,063
+1,696
+72% +$542K 0.11% 152
2023
Q4 		$700K Sell
2,367
-20
-0.8% -$5.19K 0.06% 206
2023
Q3 		$652K Sell
2,387
-19
-0.8% -$5.15K 0.07% 197
2023
Q2 		$592K Sell
2,406
-346
-13% -$77.1K 0.07% 214
2023
Q1 		$630K Buy
2,752
+830
+43% +$201K 0.08% 190
2022
Q4 		$461K Buy
1,922
+236
+14% +$51.4K 0.07% 207
2022
Q3 		$278K Buy
1,686
+333
+25% +$60.8K 0.06% 249
2022
Q2 		$243K Sell
1,353
-25
-2% -$5.27K 0.06% 239
2022
Q1 		$307K Buy
1,378
+834
+153% +$175K 0.08% 203
2021
Q4 		$112K Buy
+544
New +$110K 0.03% 292

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

EverSource Wealth Advisors's CAT Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Caterpillar (CAT) stake by 11% in Q2 2026, selling an estimated $439K and leaving 4,098 shares worth $4.36M. The position accounts for 0.15% of the portfolio, ranked #133.

EverSource Wealth Advisors first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • EverSource Wealth Advisors held 4,098 shares of Caterpillar worth $4.36M as of Q2 2026.
  • EverSource Wealth Advisors sold 500 Caterpillar shares in Q2 2026, an estimated $439K.
  • Caterpillar made up 0.15% of EverSource Wealth Advisors's portfolio in Q2 2026, its #133 holding.
  • EverSource Wealth Advisors first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.