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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Payden & Rygel's CAT Position: Q2 2026 in Review

Payden & Rygel opened a new position in Caterpillar (CAT) in Q2 2026: 300 shares worth $319K. The stake represents 0.02% of the portfolio and ranks #101 among its holdings. This is a return to the name: Payden & Rygel previously reported a position in CAT as recently as Q4 2022.

Payden & Rygel first reported a position in CAT in Q1 2016 and has held it in 10 quarters since. The position peaked at $20M in Q3 2021. 4,050 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Payden & Rygel held 300 shares of Caterpillar worth $319K as of Q2 2026.
Caterpillar was a new Payden & Rygel position in Q2 2026.
Caterpillar made up 0.02% of Payden & Rygel's portfolio in Q2 2026, its #101 holding.
Payden & Rygel first reported a position in Caterpillar in Q1 2016 and has held it in 10 quarters since.
Payden & Rygel's Caterpillar position peaked at $20M in Q3 2021.
4,050 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Payden & Rygel's 13F filing for Q2 2026, filed 31 Jul 2026.