Financial Engines Advisors
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Financial Engines Advisors’s Caterpillar CAT Stock Holding History

Financial Engines 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 		$2.15M Buy
2,017
+104
+5% +$91.4K ﹤0.01% 235
2026
Q1 		$1.36M Sell
1,913
-22
-1% -$15.2K ﹤0.01% 266
2025
Q4 		$1.11M Sell
1,935
-240
-11% -$133K ﹤0.01% 301
2025
Q3 		$1.04M Buy
2,175
+78
+4% +$33.3K ﹤0.01% 302
2025
Q2 		$814K Buy
2,097
+570
+37% +$190K ﹤0.01% 318
2025
Q1 		$503K Sell
1,527
-1,357
-47% -$483K ﹤0.01% 321
2024
Q4 		$1.05M Buy
2,884
+1,888
+190% +$732K ﹤0.01% 256
2024
Q3 		$390K Buy
996
+253
+34% +$87.4K ﹤0.01% 304
2024
Q2 		$247K Sell
743
-22
-3% -$7.63K ﹤0.01% 329
2024
Q1 		$280K Sell
765
-580
-43% -$185K ﹤0.01% 302
2023
Q4 		$398K Buy
1,345
+434
+48% +$113K ﹤0.01% 247
2023
Q3 		$249K Buy
+911
New +$247K ﹤0.01% 258
2021
Q3 		– Sell
-1,137
Closed -$247K – 270
2021
Q2 		$247K Buy
1,137
+51
+5% +$11.8K ﹤0.01% 193
2021
Q1 		$252K Sell
1,086
-1,491
-58% -$309K ﹤0.01% 232
2020
Q4 		$469K Buy
+2,577
New +$437K ﹤0.01% 167
2020
Q1 		– Sell
-2,781
Closed -$411K – 150
2019
Q4 		$411K Buy
+2,781
New +$388K ﹤0.01% 115
2018
Q1 		– Sell
-50
Closed -$8K – 147
2017
Q4 		$8K Buy
+50
New +$6.93K ﹤0.01% 109

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Financial Engines Advisors's CAT Position: Q2 2026 in Review

Financial Engines Advisors increased its Caterpillar (CAT) stake by 5.4% in Q2 2026, buying an estimated $91.4K and bringing the position to 2,017 shares worth $2.15M. The position accounts for ﹤0.01% of the portfolio, ranked #235.

Financial Engines Advisors first reported a position in CAT in Q4 2017 and has held it in 17 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Financial Engines Advisors held 2,017 shares of Caterpillar worth $2.15M as of Q2 2026.
  • Financial Engines Advisors bought 104 Caterpillar shares in Q2 2026, an estimated $91.4K.
  • Caterpillar made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #235 holding.
  • Financial Engines Advisors first reported a position in Caterpillar in Q4 2017 and has held it in 17 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.