PIA
CAT icon

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
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 $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

Perennial Investment Advisors's CAT Position: Q1 2026 in Review

Perennial Investment Advisors increased its Caterpillar (CAT) stake by 6.2% in Q1 2026, buying an estimated $82.4K and bringing the position to 2,033 shares worth $1.44M. The position accounts for 0.11% of the portfolio, ranked #151.

Perennial Investment Advisors first reported a position in CAT in Q4 2022 and has held it in 14 quarters since. 3,737 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Perennial Investment Advisors held 2,033 shares of Caterpillar worth $1.44M as of Q1 2026.
  • Perennial Investment Advisors bought 119 Caterpillar shares in Q1 2026, an estimated $82.4K.
  • Caterpillar made up 0.11% of Perennial Investment Advisors's portfolio in Q1 2026, its #151 holding.
  • Perennial Investment Advisors first reported a position in Caterpillar in Q4 2022 and has held it in 14 quarters since.
  • 3,737 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.