PEA
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Park Edge Advisors’s Caterpillar CAT Stock Holding History

Park Edge Advisors’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 		$1.48M Buy
+1,390
New +$1.22M 0.31% 61
2024
Q4 		– Sell
-2,421
Closed -$947K – 143
2024
Q3 		$947K Buy
2,421
+402
+20% +$139K 0.27% 71
2024
Q2 		$673K Buy
2,019
+110
+6% +$38.1K 0.21% 77
2024
Q1 		$700K Buy
+1,909
New +$610K 0.2% 70

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 Edge Advisors's CAT Position: Q2 2026 in Review

Park Edge Advisors opened a new position in Caterpillar (CAT) in Q2 2026: 1,390 shares worth $1.48M. The stake represents 0.31% of the portfolio and ranks #61 among its holdings. This is a return to the name: Park Edge Advisors previously reported a position in CAT as recently as Q3 2024.

Park Edge Advisors first reported a position in CAT in Q1 2024 and has held it in 4 quarters since. 736 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Park Edge Advisors held 1,390 shares of Caterpillar worth $1.48M as of Q2 2026.
  • Caterpillar was a new Park Edge Advisors position in Q2 2026.
  • Caterpillar made up 0.31% of Park Edge Advisors's portfolio in Q2 2026, its #61 holding.
  • Park Edge Advisors first reported a position in Caterpillar in Q1 2024 and has held it in 4 quarters since.
  • 736 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Park Edge Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.