CAT

Bottoming?

CATERPILLAR INC COMMON STOCK USD1.0 · INDUSTRIALS

Held by 4 equity funds · institutional blended weight 0.312%

Institutional blended weight over time

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

2026-04-270.367% → 0.312%2026-06-09

Day

+0.001%

Week

-0.033%

Month

-0.075%

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

Fund	Provider	Weight	Δ today
EGGS	Tidal / NestYield	3.972%	-0.007
ULTY	YieldMax	3.908%	+0.011
ARKQ	ARK Invest	2.335%	-0.003
AVLV	Avantis	2.099%	+0.015

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