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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evoke Wealth's CAT Position: Q1 2026 in Review

Evoke Wealth increased its Caterpillar (CAT) stake by 2.2% in Q1 2026, buying an estimated $61K and bringing the position to 4,100 shares worth $2.9M. The position accounts for 0.05% of the portfolio, ranked #140.

Evoke Wealth first reported a position in CAT in Q3 2019 and has held it in 24 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Evoke Wealth held 4,100 shares of Caterpillar worth $2.9M as of Q1 2026.
  • Evoke Wealth bought 88 Caterpillar shares in Q1 2026, an estimated $61K.
  • Caterpillar made up 0.05% of Evoke Wealth's portfolio in Q1 2026, its #140 holding.
  • Evoke Wealth first reported a position in Caterpillar in Q3 2019 and has held it in 24 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.