Evolution Wealth Advisors’s Caterpillar CAT Stock Holding History

Evolution 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	–	Sell	-337	Closed	-$239K	–	185
2026 Q1	$239K	Buy	+337	New	+$233K	0.02%	154
2021 Q4	–	Sell	-78	Closed	-$15K	–	233
2021 Q3	$15K	Hold	78	–	–	﹤0.01%	351
2021 Q2	$17K	Hold	78	–	–	﹤0.01%	325
2021 Q1	$18K	Hold	78	–	–	﹤0.01%	310
2020 Q4	$14K	Hold	78	–	–	﹤0.01%	311
2020 Q3	$12K	Hold	78	–	–	﹤0.01%	327
2020 Q2	$10K	Buy	+78	New	+$9.25K	﹤0.01%	282
2020 Q1	–	Sell	-81	Closed	-$12K	–	359
2019 Q4	$12K	Buy	+81	New	+$11.3K	﹤0.01%	267

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

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

Evolution Wealth Advisors sold out of Caterpillar (CAT) in Q2 2026, closing a stake of 337 shares — an estimated $239K sold.

Evolution Wealth Advisors first reported a position in CAT in Q4 2019 and held it in 8 quarters. The position peaked at $239K in Q1 2026. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Evolution Wealth Advisors reported no remaining Caterpillar position as of Q2 2026 after selling out during the quarter.
Evolution Wealth Advisors sold 337 Caterpillar shares in Q2 2026, an estimated $239K.
Evolution Wealth Advisors first reported a position in Caterpillar in Q4 2019 and held it in 8 quarters.
Evolution Wealth Advisors's Caterpillar position peaked at $239K in Q1 2026.
4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.