EWM
CAT icon

Evolution Wealth Management’s Caterpillar CAT Stock Holding History

Evolution Wealth Management’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 		$77.7K Buy
73
+3
+4% +$2.63K 0.05% 240
2026
Q1 		$49.6K Buy
70
+51
+268% +$35.3K 0.04% 278
2025
Q4 		$10.9K Hold
19
– – 0.01% 434
2025
Q3 		$9.07K Buy
19
+2
+12% +$854 0.01% 381
2025
Q2 		$6.6K Buy
+17
New +$5.67K 0.01% 410

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

Evolution Wealth Management increased its Caterpillar (CAT) stake by 4.3% in Q2 2026, buying an estimated $2.63K and bringing the position to 73 shares worth $77.7K. The position accounts for 0.05% of the portfolio, ranked #240.

Evolution Wealth Management first reported a position in CAT in Q2 2025 and has held it in 5 quarters since. 1,899 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Evolution Wealth Management held 73 shares of Caterpillar worth $77.7K as of Q2 2026.
  • Evolution Wealth Management bought 3 Caterpillar shares in Q2 2026, an estimated $2.63K.
  • Caterpillar made up 0.05% of Evolution Wealth Management's portfolio in Q2 2026, its #240 holding.
  • Evolution Wealth Management first reported a position in Caterpillar in Q2 2025 and has held it in 5 quarters since.
  • 1,899 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.