All stocksCAT
Selling startingCATERPILLAR INC COMMON STOCK USD1.0 · INDUSTRIALS
Sep 11, 2026 · Held by 7 equity funds across 5 families · institutional blended weight 0.177% · ~$462M est. exposure
Institutional blended weight over time
AUM-weighted weight of CAT across all stock-picking funds, last 30 trading sessions.
2026-07-300.050% → 0.177%2026-09-11
Net flow
2-day selling streakblended weight Change in blended weight over each window. Bought over the month/week but being sold today — distribution may be starting.
Who holds it
| Fund | Provider | Shares | Weight | Δ today |
|---|
| DIVO | Amplify | 503,467 | 5.181% ~$405M | -0.000% |
| EGGS | Tidal / NestYield | 2,765 | 3.758% ~$2.4M | — |
| ULTY | YieldMax | 27,200 | 3.012% ~$22M | -0.013% |
| AVLV | Avantis | 411,175 | 1.514% ~$331M | -0.003% |
| ARKQ | ARK Invest | 32,131 | 1.372% ~$26M | +0.001% |
| QDVO | Amplify | 9,315 | 1.003% ~$7.5M | — |
| AVUS | Avantis | 131,160 | 0.734% ~$106M | -0.000% |
Options written against it
5 positions from income funds — excluded from the institutional blend above. Covered call strikes indicate near-term resistance.
| Fund | Provider | Type | Strike | Expiry | Wt in fund |
|---|
| ULTY | YieldMax | PUT | $780.00 | Sep 11 | 0.00% |
| ULTY | YieldMax | PUT | $745.00 | Sep 11 | 0.00% |
| QDVO | Amplify | CALL | $840.00 | Sep 18 | -0.00% |
| ULTY | YieldMax | PUT | $800.00 | Sep 11 | -0.02% |
| ULTY | YieldMax | CALL | $805.00 | Sep 11 | -0.02% |