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McGinn Penninger Investment Management’s Caterpillar CAT Stock Holding History

McGinn Penninger Investment Management’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 		$266K Buy
+250
New +$220K 0.16% 33
2021
Q2 		– Sell
-900
Closed -$209K – 40
2021
Q1 		$209K Buy
+900
New +$186K 0.15% 39

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

McGinn Penninger Investment Management's CAT Position: Q2 2026 in Review

McGinn Penninger Investment Management opened a new position in Caterpillar (CAT) in Q2 2026: 250 shares worth $266K. The stake represents 0.16% of the portfolio and ranks #33 among its holdings. This is a return to the name: McGinn Penninger Investment Management previously reported a position in CAT as recently as Q1 2021.

McGinn Penninger Investment Management first reported a position in CAT in Q1 2021 and has held it in 2 quarters since. 2,716 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • McGinn Penninger Investment Management held 250 shares of Caterpillar worth $266K as of Q2 2026.
  • Caterpillar was a new McGinn Penninger Investment Management position in Q2 2026.
  • Caterpillar made up 0.16% of McGinn Penninger Investment Management's portfolio in Q2 2026, its #33 holding.
  • McGinn Penninger Investment Management first reported a position in Caterpillar in Q1 2021 and has held it in 2 quarters since.
  • 2,716 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on McGinn Penninger Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.