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Pennington Partners & Co’s Caterpillar CAT Stock Holding History

Pennington Partners & Co’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 		$315K Buy
445
+26
+6% +$18K 0.11% 92
2025
Q4 		$240K Buy
+419
New +$233K 0.1% 85
2025
Q1 		– Sell
-614
Closed -$223K – 86
2024
Q4 		$223K Buy
+614
New +$238K 0.11% 85

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

Pennington Partners & Co's CAT Position: Q1 2026 in Review

Pennington Partners & Co increased its Caterpillar (CAT) stake by 6.2% in Q1 2026, buying an estimated $18K and bringing the position to 445 shares worth $315K. The position accounts for 0.11% of the portfolio, ranked #92.

Pennington Partners & Co first reported a position in CAT in Q4 2024 and has held it in 3 quarters since. 3,737 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Pennington Partners & Co held 445 shares of Caterpillar worth $315K as of Q1 2026.
  • Pennington Partners & Co bought 26 Caterpillar shares in Q1 2026, an estimated $18K.
  • Caterpillar made up 0.11% of Pennington Partners & Co's portfolio in Q1 2026, its #92 holding.
  • Pennington Partners & Co first reported a position in Caterpillar in Q4 2024 and has held it in 3 quarters since.
  • 3,737 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Pennington Partners & Co's 13F filing for Q1 2026, filed 14 May 2026.