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Pekin Hardy Strauss’s Caterpillar CAT Stock Holding History

Pekin Hardy Strauss’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 		$611K Sell
863
-25
-3% -$17.3K 0.06% 276
2025
Q4 		$508K Sell
888
-1
-0.1% -$556 0.05% 273
2025
Q3 		$424K Buy
889
+3
+0.3% +$1.28K 0.04% 275
2025
Q2 		$344K Buy
886
+100
+13% +$33.3K 0.04% 288
2025
Q1 		$259K Sell
786
-24
-3% -$8.55K 0.03% 296
2024
Q4 		$294K Buy
810
+10
+1% +$3.88K 0.04% 298
2024
Q3 		$313K Buy
800
+1
+0.1% +$345 0.04% 286
2024
Q2 		$266K Buy
799
+1
+0.1% +$347 0.04% 275
2024
Q1 		$293K Buy
798
+100
+14% +$32K 0.04% 273
2023
Q4 		$206K Buy
+698
New +$181K 0.03% 280
2016
Q4 		– Sell
-4,312
Closed -$383K – 172
2016
Q3 		$383K Sell
4,312
-1,983
-32% -$162K 0.07% 108
2016
Q2 		$477K Sell
6,295
-784
-11% -$58.7K 0.1% 97
2016
Q1 		$542K Sell
7,079
-1,814
-20% -$122K 0.13% 95
2015
Q4 		$604K Buy
8,893
+802
+10% +$56.1K 0.14% 94
2015
Q3 		$529K Buy
8,091
+201
+3% +$15.4K 0.12% 90
2015
Q2 		$669K Buy
7,890
+716
+10% +$61.6K 0.13% 81
2015
Q1 		$574K Buy
7,174
+2,721
+61% +$226K 0.11% 81
2014
Q4 		$408K Buy
4,453
+431
+11% +$42K 0.06% 162
2014
Q3 		$398K Buy
4,022
+601
+18% +$63.7K 0.07% 91
2014
Q2 		$372K Sell
3,421
-800
-19% -$84K 0.06% 91
2014
Q1 		$419K Buy
4,221
+1
+0% +$94 0.07% 84
2013
Q4 		$383K Buy
4,220
+301
+8% +$25.7K 0.06% 89
2013
Q3 		$327K Buy
3,919
+101
+3% +$8.54K 0.05% 98
2013
Q2 		$315K Buy
+3,818
New +$325K 0.05% 97

Other funds holding CAT

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

Pekin Hardy Strauss's CAT Position: Q1 2026 in Review

Pekin Hardy Strauss reduced its Caterpillar (CAT) stake by 2.8% in Q1 2026, selling an estimated $17.3K and leaving 863 shares worth $611K. The position accounts for 0.06% of the portfolio, ranked #276.

Pekin Hardy Strauss first reported a position in CAT in Q2 2013 and has held it in 24 quarters since. The position peaked at $669K in Q2 2015. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Pekin Hardy Strauss held 863 shares of Caterpillar worth $611K as of Q1 2026.
  • Pekin Hardy Strauss sold 25 Caterpillar shares in Q1 2026, an estimated $17.3K.
  • Caterpillar made up 0.06% of Pekin Hardy Strauss's portfolio in Q1 2026, its #276 holding.
  • Pekin Hardy Strauss first reported a position in Caterpillar in Q2 2013 and has held it in 24 quarters since.
  • Pekin Hardy Strauss's Caterpillar position peaked at $669K in Q2 2015.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Pekin Hardy Strauss's 13F filing for Q1 2026, filed 7 May 2026.