PAS
CAT icon

Park Avenue Securities’s Caterpillar CAT Stock Holding History

Park Avenue Securities’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 		$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

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

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. 1,373 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.
  • 1,373 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.