PSFG
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Park Square Financial Group’s Caterpillar CAT Stock Holding History

Park Square Financial Group’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 		$11.3K Buy
+16
New +$11.1K 0.09% 76
2025
Q3 		– Sell
-520
Closed -$202K – 365
2025
Q2 		$202K Sell
520
-3
-0.6% -$1K 0.15% 104
2025
Q1 		$172K Sell
523
-235
-31% -$83.7K 0.14% 103
2024
Q4 		$275K Buy
+758
New +$294K 0.19% 67

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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

Park Square Financial Group's CAT Position: Q1 2026 in Review

Park Square Financial Group opened a new position in Caterpillar (CAT) in Q1 2026: 16 shares worth $11.3K. The stake represents 0.09% of the portfolio and ranks #76 among its holdings. This is a return to the name: Park Square Financial Group previously reported a position in CAT as recently as Q2 2025.

Park Square Financial Group first reported a position in CAT in Q4 2024 and has held it in 4 quarters since. The position peaked at $275K in Q4 2024. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Park Square Financial Group held 16 shares of Caterpillar worth $11.3K as of Q1 2026.
  • Caterpillar was a new Park Square Financial Group position in Q1 2026.
  • Caterpillar made up 0.09% of Park Square Financial Group's portfolio in Q1 2026, its #76 holding.
  • Park Square Financial Group first reported a position in Caterpillar in Q4 2024 and has held it in 4 quarters since.
  • Park Square Financial Group's Caterpillar position peaked at $275K in Q4 2024.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Park Square Financial Group's 13F filing for Q1 2026, filed 13 May 2026.