PIA
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Perennial Investment Advisors’s Caterpillar CAT Stock Holding History

Perennial Investment Advisors’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
Q2 		$2.49M Buy
2,339
+306
+15% +$269K 0.17% 117
2026
Q1 		$1.44M Buy
2,033
+119
+6% +$82.4K 0.11% 151
2025
Q4 		$1.1M Buy
1,914
+195
+11% +$108K 0.09% 182
2025
Q3 		$821K Buy
1,719
+20
+1% +$8.54K 0.07% 207
2025
Q2 		$660K Buy
1,699
+475
+39% +$158K 0.06% 223
2025
Q1 		$403K Buy
1,224
+72
+6% +$25.6K 0.05% 263
2024
Q4 		$418K Buy
1,152
+99
+9% +$38.4K 0.05% 246
2024
Q3 		$411K Sell
1,053
-1
-0.1% -$345 0.05% 239
2024
Q2 		$351K Buy
1,054
+24
+2% +$8.32K 0.05% 254
2024
Q1 		$378K Sell
1,030
-137
-12% -$43.8K 0.06% 219
2023
Q4 		$345K Sell
1,167
-133
-10% -$34.5K 0.06% 223
2023
Q3 		$355K Sell
1,300
-17
-1% -$4.61K 0.06% 211
2023
Q2 		$324K Sell
1,317
-18
-1% -$4.01K 0.06% 237
2023
Q1 		$306K Buy
1,335
+145
+12% +$35.1K 0.06% 235
2022
Q4 		$285K Buy
+1,190
New +$259K 0.12% 153

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Perennial Investment Advisors's CAT Position: Q2 2026 in Review

Perennial Investment Advisors increased its Caterpillar (CAT) stake by 15% in Q2 2026, buying an estimated $269K and bringing the position to 2,339 shares worth $2.49M. The position accounts for 0.17% of the portfolio, ranked #117.

Perennial Investment Advisors first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Perennial Investment Advisors held 2,339 shares of Caterpillar worth $2.49M as of Q2 2026.
  • Perennial Investment Advisors bought 306 Caterpillar shares in Q2 2026, an estimated $269K.
  • Caterpillar made up 0.17% of Perennial Investment Advisors's portfolio in Q2 2026, its #117 holding.
  • Perennial Investment Advisors first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
  • 4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.