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Board of the Pension Protection Fund’s Caterpillar CAT Stock Holding History

Board of the Pension Protection Fund’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-560
Closed -$397K – 127
2026
Q1 		$397K Buy
+560
New +$388K 0.36% 71
2025
Q1 		– Sell
-1,600
Closed -$580K – 145
2024
Q4 		$580K Buy
+1,600
New +$621K 0.67% 79

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Board of the Pension Protection Fund's CAT Position: Q2 2026 in Review

Board of the Pension Protection Fund sold out of Caterpillar (CAT) in Q2 2026, closing a stake of 560 shares — an estimated $397K sold.

Board of the Pension Protection Fund first reported a position in CAT in Q4 2024 and held it in 2 quarters. The position peaked at $580K in Q4 2024. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Board of the Pension Protection Fund reported no remaining Caterpillar position as of Q2 2026 after selling out during the quarter.
  • Board of the Pension Protection Fund sold 560 Caterpillar shares in Q2 2026, an estimated $397K.
  • Board of the Pension Protection Fund first reported a position in Caterpillar in Q4 2024 and held it in 2 quarters.
  • Board of the Pension Protection Fund's Caterpillar position peaked at $580K in Q4 2024.
  • 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Board of the Pension Protection Fund's 13F filing for Q2 2026, filed 7 Aug 2026.