PCG Asset Management’s Caterpillar CAT Stock Holding History

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

PCG Asset Management reduced its Caterpillar (CAT) stake by 5.9% in Q2 2026, selling an estimated $42.2K and leaving 762 shares worth $811K. The position accounts for 0.58% of the portfolio, ranked #41.

PCG Asset Management first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

• PCG Asset Management held 762 shares of Caterpillar worth $811K as of Q2 2026.
• PCG Asset Management sold 48 Caterpillar shares in Q2 2026, an estimated $42.2K.
• Caterpillar made up 0.58% of PCG Asset Management's portfolio in Q2 2026, its #41 holding.
• PCG Asset Management first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
• 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on PCG Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.