Peavine Capital’s Caterpillar CAT Stock Holding History

Peavine Capital’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	$1.98M	Hold	2,800	–	–	0.44%	5
2025 Q4	$1.6M	Hold	2,800	–	–	0.34%	5
2025 Q3	$1.34M	Hold	2,800	–	–	0.28%	5
2025 Q2	$1.09M	Hold	2,800	–	–	0.25%	5
2025 Q1	$923K	Hold	2,800	–	–	0.24%	4
2024 Q4	$1.02M	Hold	2,800	–	–	0.26%	4
2024 Q3	$1.1M	Hold	2,800	–	–	0.27%	4
2024 Q2	$933K	Hold	2,800	–	–	0.24%	4
2024 Q1	$1.03M	Hold	2,800	–	–	0.26%	4
2023 Q4	$828K	Hold	2,800	–	–	0.21%	4
2023 Q3	$764K	Hold	2,800	–	–	0.2%	5
2023 Q2	$689K	Hold	2,800	–	–	0.16%	6
2023 Q1	$641K	Hold	2,800	–	–	0.15%	6
2022 Q4	$671K	Hold	2,800	–	–	0.16%	6
2022 Q3	$459K	Hold	2,800	–	–	0.11%	7
2022 Q2	$501K	Hold	2,800	–	–	0.11%	7
2022 Q1	$624K	Hold	2,800	–	–	0.12%	7
2021 Q4	$579K	Hold	2,800	–	–	0.11%	8
2021 Q3	$538K	Hold	2,800	–	–	0.11%	8
2021 Q2	$609K	Hold	2,800	–	–	0.13%	6
2021 Q1	$649K	Hold	2,800	–	–	0.14%	5
2020 Q4	$510K	Hold	2,800	–	–	0.13%	7
2020 Q3	$418K	Hold	2,800	–	–	0.14%	7
2020 Q2	$354K	Hold	2,800	–	–	0.12%	7
2020 Q1	$325K	Hold	2,800	–	–	0.11%	10
2019 Q4	$414K	Hold	2,800	–	–	0.18%	9
2019 Q3	$354K	Hold	2,800	–	–	0.15%	10
2019 Q2	$382K	Hold	2,800	–	–	0.16%	9
2019 Q1	$379K	Hold	2,800	–	–	0.16%	11
2018 Q4	$483K	Sell	2,800 -1,000	-26%	-$130K	0.22%	11
2018 Q3	$579K	Hold	3,800	–	–	0.27%	12
2018 Q2	$516K	Buy	+3,800	New	+$568K	0.25%	12

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Peavine Capital's CAT Position: Q1 2026 in Review

Peavine Capital held its Caterpillar (CAT) position steady in Q1 2026 at 2,800 shares worth $1.98M. The position accounts for 0.44% of the portfolio, ranked #5.

Peavine Capital first reported a position in CAT in Q2 2018 and has held it in 32 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Peavine Capital held 2,800 shares of Caterpillar worth $1.98M as of Q1 2026.
Peavine Capital left its Caterpillar share count unchanged in Q1 2026.
Caterpillar made up 0.44% of Peavine Capital's portfolio in Q1 2026, its #5 holding.
Peavine Capital first reported a position in Caterpillar in Q2 2018 and has held it in 32 quarters since.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Peavine Capital's 13F filing for Q1 2026, filed 23 Apr 2026.