StoneRidge PMG Advisors, LLC’s Caterpillar CAT Stock Holding History

StoneRidge PMG Advisors, LLC’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 Q3	$606K	Buy	+747	New	+$634K	0.43%	64

Other funds holding CAT

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

StoneRidge PMG Advisors, LLC's CAT Position: Q3 2026 in Review

StoneRidge PMG Advisors, LLC opened a new position in Caterpillar (CAT) in Q3 2026: 747 shares worth $606K. The stake represents 0.43% of the portfolio and ranks #64 among its holdings.

3,455 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

StoneRidge PMG Advisors, LLC held 747 shares of Caterpillar worth $606K as of Q3 2026.
Caterpillar was a new StoneRidge PMG Advisors, LLC position in Q3 2026.
Caterpillar made up 0.43% of StoneRidge PMG Advisors, LLC's portfolio in Q3 2026, its #64 holding.
3,455 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on StoneRidge PMG Advisors, LLC's 13F filing for Q3 2026, filed 4 Nov 2026.