Per Stirling 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
Q2
$341K Buy
320
+6
+2% +$5.27K 0.03% 258
2026
Q1
$223K Buy
+314
New +$217K 0.02% 297
2024
Q4
Sell
-871
Closed -$341K 258
2024
Q3
$341K Hold
871
0.05% 217
2024
Q2
$290K Sell
871
-15
-2% -$5.2K 0.05% 206
2024
Q1
$325K Buy
886
+15
+2% +$4.79K 0.05% 182
2023
Q4
$257K Hold
871
0.05% 186
2023
Q3
$238K Hold
871
0.05% 180
2023
Q2
$214K Sell
871
-869
-50% -$194K 0.04% 184
2023
Q1
$398K Buy
1,740
+887
+104% +$214K 0.09% 134
2022
Q4
$204K Buy
+853
New +$186K 0.04% 195

Other funds holding CAT

Per Stirling Capital Management's CAT Position: Q2 2026 in Review

Per Stirling Capital Management increased its Caterpillar (CAT) stake by 1.9% in Q2 2026, buying an estimated $5.27K and bringing the position to 320 shares worth $341K. The position accounts for 0.03% of the portfolio, ranked #258.

Per Stirling Capital Management first reported a position in CAT in Q4 2022 and has held it in 10 quarters since. The position peaked at $398K in Q1 2023. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Per Stirling Capital Management held 320 shares of Caterpillar worth $341K as of Q2 2026.
  • Per Stirling Capital Management bought 6 Caterpillar shares in Q2 2026, an estimated $5.27K.
  • Caterpillar made up 0.03% of Per Stirling Capital Management's portfolio in Q2 2026, its #258 holding.
  • Per Stirling Capital Management first reported a position in Caterpillar in Q4 2022 and has held it in 10 quarters since.
  • Per Stirling Capital Management's Caterpillar position peaked at $398K in Q1 2023.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Per Stirling Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.