PIP
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Peachtree Investment Partners’s Caterpillar CAT Stock Holding History

Peachtree Investment Partners’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 		$751K Buy
1,060
+24
+2% +$16.6K 0.29% 45
2025
Q4 		$594K Buy
1,036
+504
+95% +$280K 0.2% 48
2025
Q3 		$254K Buy
+532
New +$227K 0.09% 85

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VCM
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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

Peachtree Investment Partners's CAT Position: Q1 2026 in Review

Peachtree Investment Partners increased its Caterpillar (CAT) stake by 2.3% in Q1 2026, buying an estimated $16.6K and bringing the position to 1,060 shares worth $751K. The position accounts for 0.29% of the portfolio, ranked #45.

Peachtree Investment Partners first reported a position in CAT in Q3 2025 and has held it in 3 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Peachtree Investment Partners held 1,060 shares of Caterpillar worth $751K as of Q1 2026.
  • Peachtree Investment Partners bought 24 Caterpillar shares in Q1 2026, an estimated $16.6K.
  • Caterpillar made up 0.29% of Peachtree Investment Partners's portfolio in Q1 2026, its #45 holding.
  • Peachtree Investment Partners first reported a position in Caterpillar in Q3 2025 and has held it in 3 quarters since.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Peachtree Investment Partners's 13F filing for Q1 2026, filed 8 May 2026.