All stocks

CAT

Accumulating

CATERPILLAR INC COMMON STOCK USD1.0 · INDUSTRIALS

Aug 26, 2026 · Held by 6 equity funds across 5 families · institutional blended weight 0.194% · ~$68M est. exposure

Institutional blended weight over time

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

2026-07-150.220% → 0.194%2026-08-26

Net flow

Day

+0.001%

Week

+0.117%

Month

+0.079%

Change in blended weight over each window. Bought across every horizon — sustained accumulation.

Who holds it

FundWeightΔ today
DIVO
4.977%
~$199M
+0.000%
ULTY
4.196%
~$21M
+0.045%
EGGS
3.758%
~$0.8M
—
AVLV
1.670%
~$53M
+0.005%
ARKQ
1.357%
~$15M
—
QDVO
1.003%
~$7.0M
—

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