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CAT icon

EWA LLC’s Caterpillar CAT Stock Holding History

EWA LLC’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 		$1.27M Buy
1,190
+126
+12% +$111K 0.23% 58
2026
Q1 		$754K Buy
1,064
+170
+19% +$118K 0.17% 73
2025
Q4 		$512K Buy
894
+83
+10% +$46.1K 0.13% 93
2025
Q3 		$387K Buy
811
+85
+12% +$36.3K 0.11% 99
2025
Q2 		$282K Sell
726
-79
-10% -$26.3K 0.09% 129
2025
Q1 		$266K Sell
805
-18
-2% -$6.41K 0.1% 114
2024
Q4 		$299K Sell
823
-1
-0.1% -$388 0.11% 94
2024
Q3 		$319K Buy
824
+102
+14% +$35.2K 0.11% 81
2024
Q2 		$249K Sell
722
-65
-8% -$22.5K 0.1% 100
2024
Q1 		$279K Buy
+787
New +$252K 0.13% 81

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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

EWA LLC's CAT Position: Q2 2026 in Review

EWA LLC increased its Caterpillar (CAT) stake by 12% in Q2 2026, buying an estimated $111K and bringing the position to 1,190 shares worth $1.27M. The position accounts for 0.23% of the portfolio, ranked #58.

EWA LLC first reported a position in CAT in Q1 2024 and has held it in 10 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • EWA LLC held 1,190 shares of Caterpillar worth $1.27M as of Q2 2026.
  • EWA LLC bought 126 Caterpillar shares in Q2 2026, an estimated $111K.
  • Caterpillar made up 0.23% of EWA LLC's portfolio in Q2 2026, its #58 holding.
  • EWA LLC first reported a position in Caterpillar in Q1 2024 and has held it in 10 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on EWA LLC's 13F filing for Q2 2026, filed 14 Jul 2026.