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Parvin Asset Management’s Caterpillar CAT Stock Holding History

Parvin Asset 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 		$575K Buy
540
+40
+8% +$35.1K 0.45% 74
2026
Q1 		$354K Hold
500
– – 0.26% 97
2025
Q4 		$286K Sell
500
-26
-5% -$14.5K 0.23% 106
2025
Q3 		$251K Buy
526
+26
+5% +$11.1K 0.22% 108
2025
Q2 		$194K Sell
500
-28
-5% -$9.33K 0.2% 113
2025
Q1 		$174K Buy
528
+28
+6% +$9.97K 0.19% 118
2024
Q4 		$181K Buy
+500
New +$194K 0.19% 113

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Parvin Asset Management's CAT Position: Q2 2026 in Review

Parvin Asset Management increased its Caterpillar (CAT) stake by 8% in Q2 2026, buying an estimated $35.1K and bringing the position to 540 shares worth $575K. The position accounts for 0.45% of the portfolio, ranked #74.

Parvin Asset Management first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Parvin Asset Management held 540 shares of Caterpillar worth $575K as of Q2 2026.
  • Parvin Asset Management bought 40 Caterpillar shares in Q2 2026, an estimated $35.1K.
  • Caterpillar made up 0.45% of Parvin Asset Management's portfolio in Q2 2026, its #74 holding.
  • Parvin Asset Management first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Parvin Asset Management's 13F filing for Q2 2026, filed 17 Aug 2026.