PCTC
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Perkins Coie Trust Company’s Caterpillar CAT Stock Holding History

Perkins Coie Trust Company’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 		$5.14M Sell
4,828
-491
-9% -$431K 0.85% 31
2026
Q1 		$3.77M Buy
5,319
+17
+0.3% +$11.8K 0.72% 38
2025
Q4 		$3.04M Buy
5,302
+125
+2% +$69.5K 0.57% 48
2025
Q3 		$2.47M Sell
5,177
-411
-7% -$175K 0.46% 53
2025
Q2 		$2.17M Sell
5,588
-306
-5% -$102K 0.37% 57
2025
Q1 		$1.94M Sell
5,894
-259
-4% -$92.3K 0.44% 57
2024
Q4 		$2.23M Sell
6,153
-208
-3% -$80.7K 0.49% 55
2024
Q3 		$2.49M Buy
6,361
+83
+1% +$28.7K 0.55% 54
2024
Q2 		$2.09M Buy
6,278
+5,267
+521% +$1.83M 0.49% 56
2024
Q1 		$370K Hold
1,011
– – 0.09% 81
2023
Q4 		$299K Sell
1,011
-3
-0.3% -$778 0.08% 86
2023
Q3 		$277K Buy
+1,014
New +$275K 0.08% 86
2021
Q4 		– Sell
-10
Closed -$2K – 234
2021
Q3 		$2K Hold
10
– – ﹤0.01% 252
2021
Q2 		$2K Hold
10
– – ﹤0.01% 263
2021
Q1 		$2K Hold
10
– – ﹤0.01% 227
2020
Q4 		$2K Hold
10
– – ﹤0.01% 237
2020
Q3 		$1K Hold
10
– – ﹤0.01% 236
2020
Q2 		$1K Sell
10
-915
-99% -$108K ﹤0.01% 258
2020
Q1 		$107K Buy
925
+511
+123% +$65.3K 0.05% 110
2019
Q4 		$61K Hold
414
– – 0.03% 157
2019
Q3 		$52K Hold
414
– – 0.02% 163
2019
Q2 		$56K Sell
414
-186
-31% -$24.6K 0.03% 154
2019
Q1 		$81K Hold
600
– – 0.04% 131
2018
Q4 		$76K Hold
600
– – 0.04% 130
2018
Q3 		$91K Hold
600
– – 0.04% 134
2018
Q2 		$81K Hold
600
– – 0.04% 136
2018
Q1 		$88K Hold
600
– – 0.04% 133
2017
Q4 		$95K Hold
600
– – 0.05% 128
2017
Q3 		$75K Hold
600
– – 0.04% 135
2017
Q2 		$64K Buy
+600
New +$61K 0.03% 146

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

Perkins Coie Trust Company's CAT Position: Q2 2026 in Review

Perkins Coie Trust Company reduced its Caterpillar (CAT) stake by 9.2% in Q2 2026, selling an estimated $431K and leaving 4,828 shares worth $5.14M. The position accounts for 0.85% of the portfolio, ranked #31.

Perkins Coie Trust Company first reported a position in CAT in Q2 2017 and has held it in 30 quarters since. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Perkins Coie Trust Company held 4,828 shares of Caterpillar worth $5.14M as of Q2 2026.
  • Perkins Coie Trust Company sold 491 Caterpillar shares in Q2 2026, an estimated $431K.
  • Caterpillar made up 0.85% of Perkins Coie Trust Company's portfolio in Q2 2026, its #31 holding.
  • Perkins Coie Trust Company first reported a position in Caterpillar in Q2 2017 and has held it in 30 quarters since.
  • 1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Perkins Coie Trust Company's 13F filing for Q2 2026, filed 9 Jul 2026.