Park Avenue Securities’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $34.8M | Buy |
32,641
+2,517
| +8% | +$2.21M | 0.22% | 78 |
|
|
2026
Q1 | $21.3M | Buy |
30,124
+4,336
| +17% | +$3M | 0.17% | 100 |
|
|
2025
Q4 | $14.8M | Buy |
25,788
+3,946
| +18% | +$2.19M | 0.13% | 130 |
|
|
2025
Q3 | $10.4M | Buy |
21,842
+1,656
| +8% | +$707K | 0.08% | 185 |
|
|
2025
Q2 | $7.84M | Sell |
20,186
-4,304
| -18% | -$1.43M | 0.07% | 200 |
|
|
2025
Q1 | $8.08M | Buy |
24,490
+1,964
| +9% | +$700K | 0.1% | 143 |
|
|
2024
Q4 | $8.17M | Buy |
22,526
+1,764
| +8% | +$684K | 0.08% | 167 |
|
|
2024
Q3 | $8.12M | Buy |
20,762
+995
| +5% | +$344K | 0.09% | 154 |
|
|
2024
Q2 | $6.58M | Buy |
19,767
+5,232
| +36% | +$1.81M | 0.08% | 172 |
|
|
2024
Q1 | $5.33M | Sell |
14,535
-605
| -4% | -$193K | 0.07% | 189 |
|
|
2023
Q4 | $4.48M | Buy |
15,140
+757
| +5% | +$196K | 0.06% | 198 |
|
|
2023
Q3 | $3.93M | Sell |
14,383
-885
| -6% | -$240K | 0.06% | 195 |
|
|
2023
Q2 | $3.76M | Buy |
15,268
+834
| +6% | +$186K | 0.06% | 206 |
|
|
2023
Q1 | $3.3M | Sell |
14,434
-358
| -2% | -$86.5K | 0.06% | 202 |
|
|
2022
Q4 | $3.54M | Buy |
14,792
+2,525
| +21% | +$550K | 0.06% | 193 |
|
|
2022
Q3 | $2.01M | Sell |
12,267
-207
| -2% | -$37.8K | 0.04% | 265 |
|
|
2022
Q2 | $2.23M | Buy |
12,474
+1,727
| +16% | +$364K | 0.04% | 247 |
|
|
2022
Q1 | $2.4M | Buy |
10,747
+4,454
| +71% | +$934K | 0.04% | 243 |
|
|
2021
Q4 | $1.3M | Buy |
6,293
+772
| +14% | +$155K | 0.02% | 371 |
|
|
2021
Q3 | $1.06M | Buy |
5,521
+388
| +8% | +$80.8K | 0.02% | 391 |
|
|
2021
Q2 | $1.12M | Buy |
5,133
+41
| +0.8% | +$9.47K | 0.02% | 349 |
|
|
2021
Q1 | $1.18M | Buy |
5,092
+426
| +9% | +$88.2K | 0.03% | 296 |
|
|
2020
Q4 | $849K | Buy |
4,666
+662
| +17% | +$112K | 0.02% | 330 |
|
|
2020
Q3 | $597K | Buy |
4,004
+874
| +28% | +$123K | 0.02% | 393 |
|
|
2020
Q2 | $396K | Buy |
+3,130
| New | +$371K | 0.02% | 431 |
|
|
2020
Q1 | – | Sell |
-3,676
| Closed | -$543K | – | 335 |
|
|
2019
Q4 | $543K | Buy |
3,676
+584
| +19% | +$81.5K | 0.02% | 278 |
|
|
2019
Q3 | $391K | Buy |
+3,092
| New | +$393K | 0.02% | 296 |
|
|
2019
Q2 | – | Sell |
-3,193
| Closed | -$448K | – | 281 |
|
|
2019
Q1 | $448K | Buy |
+3,193
| New | +$424K | 0.02% | 236 |
|
Other funds holding CAT
Park Avenue Securities's CAT Position: Q2 2026 in Review
Park Avenue Securities increased its Caterpillar (CAT) stake by 8.4% in Q2 2026, buying an estimated $2.21M and bringing the position to 32,641 shares worth $34.8M. The position accounts for 0.22% of the portfolio, ranked #78.
Park Avenue Securities first reported a position in CAT in Q1 2019 and has held it in 28 quarters since. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Park Avenue Securities held 32,641 shares of Caterpillar worth $34.8M as of Q2 2026.
- Park Avenue Securities bought 2,517 Caterpillar shares in Q2 2026, an estimated $2.21M.
- Caterpillar made up 0.22% of Park Avenue Securities's portfolio in Q2 2026, its #78 holding.
- Park Avenue Securities first reported a position in Caterpillar in Q1 2019 and has held it in 28 quarters since.
- 4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.