CAT

Bottoming?

CATERPILLAR INC COMMON STOCK USD1.0 · INDUSTRIALS

Held by 4 equity funds · institutional blended weight 0.297%

Institutional blended weight over time

AUM-weighted weight of CAT across all stock-picking funds, last 30 trading sessions.

2026-04-300.362% → 0.297%2026-06-12

Day

+0.006%

Week

-0.016%

Month

-0.092%

Change in blended weight over each window. Sold over the month but being bought recently — may be turning.

Fund	Provider	Weight	Δ today
ULTY	YieldMax	3.865%	+0.062
EGGS	Tidal / NestYield	3.792%	-0.003
ARKQ	ARK Invest	2.358%	+0.039
AVLV	Avantis	1.951%	+0.046

Plus 4 option positions on CAT (income funds) — excluded from the institutional blend.