Peddock Capital Advisors’s Caterpillar CAT Stock Holding History

Peddock Capital Advisors’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	$910K	Buy	854 +166	+24%	+$146K	0.18%	87
2026 Q1	$488K	Buy	688 +51	+8%	+$35.3K	0.11%	108
2025 Q4	$365K	Hold	637	–	–	0.08%	121
2025 Q3	$304K	Hold	637	–	–	0.07%	134
2025 Q2	$247K	Hold	637	–	–	0.06%	145
2025 Q1	$210K	Buy	637 +7	+1%	+$2.49K	0.05%	154
2024 Q4	$229K	Hold	630	–	–	0.05%	146
2024 Q3	$246K	Hold	630	–	–	0.06%	145
2024 Q2	$210K	Sell	630 -125	-17%	-$43.3K	0.05%	152
2024 Q1	$277K	Hold	755	–	–	0.07%	138
2023 Q4	$223K	Hold	755	–	–	0.07%	145
2023 Q3	$206K	Buy	+755	New	+$205K	0.07%	142
2023 Q2	–	Sell	-1,470	Closed	-$336K	–	144
2023 Q1	$336K	Buy	1,470 +20	+1%	+$4.83K	0.12%	116
2022 Q4	$347K	Sell	1,450 -225	-13%	-$49K	0.13%	113
2022 Q3	$275K	Sell	1,675 -53	-3%	-$9.68K	0.11%	131
2022 Q2	$309K	Buy	1,728 +175	+11%	+$36.9K	0.12%	126
2022 Q1	$346K	Buy	+1,553	New	+$326K	0.11%	129
2017 Q1	–	Sell	-488	Closed	-$45K	–	238
2016 Q4	$45K	Hold	488	–	–	0.03%	144
2016 Q3	$43K	Buy	+488	New	+$39.9K	0.03%	144
2015 Q2	–	Sell	-3,088	Closed	-$247K	–	104
2015 Q1	$247K	Sell	3,088 -840	-21%	-$69.8K	0.2%	92
2014 Q4	$360K	Hold	3,928	–	–	0.29%	76
2014 Q3	$389K	Hold	3,928	–	–	0.32%	68
2014 Q2	$427K	Hold	3,928	–	–	0.32%	64
2014 Q1	$390K	Hold	3,928	–	–	0.31%	66
2013 Q4	$357K	Buy	+3,928	New	+$335K	0.28%	71

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

Peddock Capital Advisors's CAT Position: Q2 2026 in Review

Peddock Capital Advisors increased its Caterpillar (CAT) stake by 24% in Q2 2026, buying an estimated $146K and bringing the position to 854 shares worth $910K. The position accounts for 0.18% of the portfolio, ranked #87.

Peddock Capital Advisors first reported a position in CAT in Q4 2013 and has held it in 25 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Peddock Capital Advisors held 854 shares of Caterpillar worth $910K as of Q2 2026.
Peddock Capital Advisors bought 166 Caterpillar shares in Q2 2026, an estimated $146K.
Caterpillar made up 0.18% of Peddock Capital Advisors's portfolio in Q2 2026, its #87 holding.
Peddock Capital Advisors first reported a position in Caterpillar in Q4 2013 and has held it in 25 quarters since.
4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Peddock Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.