EW
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Evoke Wealth’s Caterpillar CAT Stock Holding History

Evoke Wealth’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 		– Sell
-4,100
Closed -$2.9M – 100
2026
Q1 		$2.9M Buy
4,100
+88
+2% +$61K 0.05% 140
2025
Q4 		$2.3M Buy
4,012
+222
+6% +$123K 0.04% 164
2025
Q3 		$1.81M Buy
3,790
+334
+10% +$143K 0.04% 182
2025
Q2 		$1.34M Buy
3,456
+302
+10% +$101K 0.03% 200
2025
Q1 		$1.04M Sell
3,154
-89
-3% -$31.7K 0.03% 196
2024
Q4 		$1.18M Buy
3,243
+771
+31% +$299K 0.03% 177
2024
Q3 		$967K Buy
+2,472
New +$854K 0.03% 189
2024
Q2 		– Sell
-1,301
Closed -$477K – 141
2024
Q1 		$477K Buy
+1,301
New +$416K 0.01% 255
2023
Q4 		– Sell
-1,108
Closed -$303K – 131
2023
Q3 		$303K Buy
1,108
+94
+9% +$25.5K 0.01% 290
2023
Q2 		$249K Sell
1,014
-136
-12% -$30.3K 0.01% 312
2023
Q1 		$263K Buy
+1,150
New +$278K 0.01% 294
2022
Q4 		– Sell
-755
Closed -$124K – 484
2022
Q3 		$124K Sell
755
-48
-6% -$8.77K 0.01% 384
2022
Q2 		$144K Sell
803
-6
-0.7% -$1.26K 0.01% 362
2022
Q1 		$180K Buy
809
+10
+1% +$2.1K 0.01% 367
2021
Q4 		$165K Buy
799
+1
+0.1% +$201 0.01% 385
2021
Q3 		$153K Buy
798
+479
+150% +$99.8K 0.01% 370
2021
Q2 		$69K Sell
319
-29
-8% -$6.7K ﹤0.01% 490
2021
Q1 		$81K Buy
348
+163
+88% +$33.7K ﹤0.01% 400
2020
Q4 		$34K Hold
185
– – ﹤0.01% 418
2020
Q3 		$28K Buy
185
+21
+13% +$2.95K ﹤0.01% 432
2020
Q2 		$21K Buy
164
+23
+16% +$2.73K ﹤0.01% 450
2020
Q1 		$16.4K Sell
141
-191
-58% -$24.4K ﹤0.01% 461
2019
Q4 		$49K Buy
332
+29
+10% +$4.05K 0.01% 418
2019
Q3 		$38.4K Buy
+303
New +$38.5K ﹤0.01% 517

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

Evoke Wealth's CAT Position: Q2 2026 in Review

Evoke Wealth sold out of Caterpillar (CAT) in Q2 2026, closing a stake of 4,100 shares — an estimated $2.9M sold.

Evoke Wealth first reported a position in CAT in Q3 2019 and held it in 24 quarters. The position peaked at $2.9M in Q1 2026. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Evoke Wealth reported no remaining Caterpillar position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 4,100 Caterpillar shares in Q2 2026, an estimated $2.9M.
  • Evoke Wealth first reported a position in Caterpillar in Q3 2019 and held it in 24 quarters.
  • Evoke Wealth's Caterpillar position peaked at $2.9M in Q1 2026.
  • 4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.