PCM
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Penserra Capital Management’s Caterpillar CAT Stock Holding History

Penserra Capital Management’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
2022
Q1 		– Sell
-1,500
Closed -$9K – 1454
2021
Q4 		$9K Buy
1,500
+500
+50% +$101K ﹤0.01% 1321
2021
Q3 		$1K Buy
+1,000
New +$208K ﹤0.01% 1440
2021
Q1 		– Sell
-500
Closed -$40K – 1119
2020
Q4 		$40K Buy
+500
New +$84.8K ﹤0.01% 725

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

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.