PCP
CAT icon

Panoramic Capital Partners’s Caterpillar CAT Stock Holding History

Panoramic Capital Partners’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
Q1 		$481K Buy
679
+91
+15% +$63K 0.3% 30
2025
Q4 		$337K Buy
588
+4
+0.7% +$2.22K 0.21% 39
2025
Q3 		$279K Buy
584
+8
+1% +$3.42K 0.18% 49
2025
Q2 		$229K Buy
+576
New +$192K 0.16% 54

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State Street
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VCM
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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Panoramic Capital Partners's CAT Position: Q1 2026 in Review

Panoramic Capital Partners increased its Caterpillar (CAT) stake by 15% in Q1 2026, buying an estimated $63K and bringing the position to 679 shares worth $481K. The position accounts for 0.3% of the portfolio, ranked #30.

Panoramic Capital Partners first reported a position in CAT in Q2 2025 and has held it in 4 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Panoramic Capital Partners held 679 shares of Caterpillar worth $481K as of Q1 2026.
  • Panoramic Capital Partners bought 91 Caterpillar shares in Q1 2026, an estimated $63K.
  • Caterpillar made up 0.3% of Panoramic Capital Partners's portfolio in Q1 2026, its #30 holding.
  • Panoramic Capital Partners first reported a position in Caterpillar in Q2 2025 and has held it in 4 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Panoramic Capital Partners's 13F filing for Q1 2026, filed 8 Apr 2026.