Penserra Capital Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $27K | Hold |
39
| – | – | ﹤0.01% | 797 |
|
|
2025
Q4 | $22K | Hold |
39
| – | – | ﹤0.01% | 806 |
|
|
2025
Q3 | $18K | Sell |
39
-3
| -7% | -$1.28K | ﹤0.01% | 824 |
|
|
2025
Q2 | $16K | Hold |
42
| – | – | ﹤0.01% | 805 |
|
|
2025
Q1 | $13K | Sell |
42
-1,223
| -97% | -$436K | ﹤0.01% | 884 |
|
|
2024
Q4 | $458K | Buy |
1,265
+1,223
| +2,912% | +$474K | 0.01% | 587 |
|
|
2024
Q3 | $16K | Sell |
42
-490,883
| -100% | -$170M | ﹤0.01% | 874 |
|
|
2024
Q2 | $164M | Buy |
490,925
+158,725
| +48% | +$55M | 2.07% | 7 |
|
|
2024
Q1 | $122M | Sell |
332,200
-69,595
| -17% | -$22.2M | 1.53% | 13 |
|
|
2023
Q4 | $119M | Buy |
401,795
+398,938
| +13,964% | +$103M | 2.23% | 12 |
|
|
2023
Q3 | $779K | Sell |
2,857
-1,092
| -28% | -$296K | 0.02% | 410 |
|
|
2023
Q2 | $970K | Buy |
3,949
+3,921
| +14,004% | +$874K | 0.02% | 389 |
|
|
2023
Q1 | $6K | Sell |
28
-1,602
| -98% | -$387K | ﹤0.01% | 945 |
|
|
2022
Q4 | $389K | Buy |
+1,630
| New | +$355K | 0.01% | 544 |
|
|
2022
Q1 | – | Sell |
-180,736
| Closed | -$37.4M | – | 1455 |
|
|
2021
Q4 | $37.4M | Buy |
180,736
+50,904
| +39% | +$10.2M | 0.8% | 30 |
|
|
2021
Q3 | $24.9M | Buy |
+129,832
| New | +$27M | 0.52% | 40 |
|
|
2021
Q1 | – | Sell |
-56,209
| Closed | -$10.2M | – | 1120 |
|
|
2020
Q4 | $10.2M | Buy |
56,209
+21,307
| +61% | +$3.61M | 0.24% | 105 |
|
|
2020
Q3 | $5.21M | Buy |
34,902
+19,885
| +132% | +$2.79M | 0.2% | 127 |
|
|
2020
Q2 | $1.9M | Buy |
+15,017
| New | +$1.78M | 0.1% | 193 |
|
|
2020
Q1 | – | Sell |
-10,658
| Closed | -$1.57M | – | 856 |
|
|
2019
Q4 | $1.57M | Buy |
10,658
+9,650
| +957% | +$1.35M | 0.1% | 217 |
|
|
2019
Q3 | $127K | Sell |
1,008
-4,401
| -81% | -$559K | 0.01% | 484 |
|
|
2019
Q2 | $736K | Sell |
5,409
-1,363
| -20% | -$180K | 0.06% | 258 |
|
|
2019
Q1 | $909K | Buy |
6,772
+560
| +9% | +$74.4K | 0.07% | 229 |
|
|
2018
Q4 | $788K | Buy |
6,212
+888
| +17% | +$116K | 0.08% | 235 |
|
|
2018
Q3 | $810K | Sell |
5,324
-11,997
| -69% | -$1.7M | 0.05% | 234 |
|
|
2018
Q2 | $3.23M | Buy |
17,321
+12,631
| +269% | +$1.89M | 0.2% | 96 |
|
|
2018
Q1 | $690K | Sell |
4,690
-544
| -10% | -$85.9K | 0.07% | 143 |
|
|
2017
Q4 | $824K | Buy |
5,234
+734
| +16% | +$102K | 0.11% | 108 |
|
|
2017
Q3 | $561K | Buy |
4,500
+1,975
| +78% | +$227K | 0.13% | 91 |
|
|
2017
Q2 | $271K | Buy |
+2,525
| New | +$257K | 0.1% | 142 |
|
Other funds holding CAT
VCM
VPM
Penserra Capital Management's CAT Position: Q1 2026 in Review
Penserra Capital Management held its Caterpillar (CAT) position steady in Q1 2026 at 39 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #797.
Penserra Capital Management first reported a position in CAT in Q2 2017 and has held it in 30 quarters since. The position peaked at $164M in Q2 2024. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- Penserra Capital Management held 39 shares of Caterpillar worth $27K as of Q1 2026.
- Penserra Capital Management left its Caterpillar share count unchanged in Q1 2026.
- Caterpillar made up ﹤0.01% of Penserra Capital Management's portfolio in Q1 2026, its #797 holding.
- Penserra Capital Management first reported a position in Caterpillar in Q2 2017 and has held it in 30 quarters since.
- Penserra Capital Management's Caterpillar position peaked at $164M in Q2 2024.
- 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on Penserra Capital Management's 13F filing for Q1 2026, filed 11 May 2026.