EPW
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Evolve Private Wealth’s Caterpillar CAT Stock Holding History

Evolve Private 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 		$5.81M Sell
8,202
-3,213
-28% -$2.23M 0.31% 54
2025
Q4 		$6.54M Buy
+11,415
New +$6.34M 0.39% 41

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

Evolve Private Wealth's CAT Position: Q1 2026 in Review

Evolve Private Wealth reduced its Caterpillar (CAT) stake by 28% in Q1 2026, selling an estimated $2.23M and leaving 8,202 shares worth $5.81M. The position accounts for 0.31% of the portfolio, ranked #54.

Evolve Private Wealth first reported a position in CAT in Q4 2025 and has held it in 2 quarters since. The position peaked at $6.54M in Q4 2025. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Evolve Private Wealth held 8,202 shares of Caterpillar worth $5.81M as of Q1 2026.
  • Evolve Private Wealth sold 3,213 Caterpillar shares in Q1 2026, an estimated $2.23M.
  • Caterpillar made up 0.31% of Evolve Private Wealth's portfolio in Q1 2026, its #54 holding.
  • Evolve Private Wealth first reported a position in Caterpillar in Q4 2025 and has held it in 2 quarters since.
  • Evolve Private Wealth's Caterpillar position peaked at $6.54M in Q4 2025.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.