Payden & Rygel’s Caterpillar CAT Stock Holding History

Payden & Rygel’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 Q3	$10.8M	Buy	13,300 +13,000	+4,333%	+$11M	0.84%	51
2026 Q2	$319K	Buy	+300	New	+$264K	0.02%	101
2023 Q1	–	Sell	-1,000	Closed	-$240K	–	130
2022 Q4	$240K	Hold	1,000	–	–	0.01%	118
2022 Q3	$164K	Hold	1,000	–	–	0.01%	126
2022 Q2	$179K	Hold	1,000	–	–	0.01%	128
2022 Q1	$223K	Hold	1,000	–	–	0.01%	114
2021 Q4	$207K	Sell	1,000 -103,130	-99%	-$20.8M	0.01%	115
2021 Q3	$20M	Buy	104,130 +100,230	+2,570%	+$20.9M	1.04%	55
2021 Q2	$849K	Buy	+3,900	New	+$901K	0.04%	100
2016 Q3	–	Sell	-115,500	Closed	-$8.76M	–	110
2016 Q2	$8.76M	Buy	115,500 +1,100	+1%	+$82.4K	1%	51
2016 Q1	$8.76M	Buy	+114,400	New	+$7.67M	1.07%	49

Other funds holding CAT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Payden & Rygel's CAT Position: Q3 2026 in Review

Payden & Rygel increased its Caterpillar (CAT) stake by 4,333% in Q3 2026, buying an estimated $11M and bringing the position to 13,300 shares worth $10.8M. The position accounts for 0.84% of the portfolio, ranked #51.

Payden & Rygel first reported a position in CAT in Q1 2016 and has held it in 11 quarters since. The position peaked at $20M in Q3 2021. 2,694 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Payden & Rygel held 13,300 shares of Caterpillar worth $10.8M as of Q3 2026.
Payden & Rygel bought 13,000 Caterpillar shares in Q3 2026, an estimated $11M.
Caterpillar made up 0.84% of Payden & Rygel's portfolio in Q3 2026, its #51 holding.
Payden & Rygel first reported a position in Caterpillar in Q1 2016 and has held it in 11 quarters since.
Payden & Rygel's Caterpillar position peaked at $20M in Q3 2021.
2,694 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Payden & Rygel's 13F filing for Q3 2026, filed 28 Oct 2026.