CAT

Bottoming?

CATERPILLAR INC COMMON STOCK USD1.0 · INDUSTRIALS

Held by 4 equity funds · institutional blended weight 0.138% · ~$42M est. exposure

Institutional blended weight over time

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

2026-06-120.297% → 0.138%2026-07-27

Day

+0.001%

Week

-0.108%

Month

-0.162%

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

Fund	Provider	Shares	Weight	Δ today
ULTY	YieldMax	39,000	4.483%	-0.031%
EGGS	Tidal / NestYield	2,593	4.240%	+0.002%
ARKQ	ARK Invest	47,691	2.258%	-0.003%
AVLV	Avantis	98,361	0.494%	-0.001%

Plus 3 option positions on CAT (income funds) — excluded from the institutional blend.