PCM
CAT icon

Park Capital Management’s Caterpillar CAT Stock Holding History

Park Capital 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 		$367K Buy
344
+3
+0.9% +$2.63K 0.22% 75
2026
Q1 		$241K Sell
341
-15
-4% -$10.4K 0.24% 52
2025
Q4 		$204K Buy
+356
New +$198K 0.15% 80

Other funds holding CAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Park Capital Management's CAT Position: Q2 2026 in Review

Park Capital Management increased its Caterpillar (CAT) stake by 0.88% in Q2 2026, buying an estimated $2.63K and bringing the position to 344 shares worth $367K. The position accounts for 0.22% of the portfolio, ranked #75.

Park Capital Management first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 736 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Park Capital Management held 344 shares of Caterpillar worth $367K as of Q2 2026.
  • Park Capital Management bought 3 Caterpillar shares in Q2 2026, an estimated $2.63K.
  • Caterpillar made up 0.22% of Park Capital Management's portfolio in Q2 2026, its #75 holding.
  • Park Capital Management first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 736 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Park Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.