Permanens Capital’s Caterpillar CAT Stock Holding History

Permanens Capital’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	$669K	Buy	+628	New	+$552K	0.07%	69
2023 Q4	–	Sell	-12,390	Closed	-$3.38M	–	31
2023 Q3	$3.38M	Buy	12,390 +520	+4%	+$141K	0.58%	13
2023 Q2	$2.92M	Sell	11,870 -3,590	-23%	-$800K	0.67%	15
2023 Q1	$3.54M	Sell	15,460 -140	-0.9%	-$33.8K	0.77%	14
2022 Q4	$3.74M	Sell	15,600 -2,020	-11%	-$440K	0.91%	9
2022 Q3	$2.89M	Sell	17,620 -10,163	-37%	-$1.86M	0.65%	14
2022 Q2	$4.97M	Hold	27,783	–	–	1%	15
2022 Q1	$6.19M	Sell	27,783 -11,495	-29%	-$2.41M	0.96%	18
2021 Q4	$8.12M	Hold	39,278	–	–	1.28%	20
2021 Q3	$7.54M	Buy	+39,278	New	+$8.18M	1.37%	22

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Permanens Capital's CAT Position: Q2 2026 in Review

Permanens Capital opened a new position in Caterpillar (CAT) in Q2 2026: 628 shares worth $669K. The stake represents 0.07% of the portfolio and ranks #69 among its holdings. This is a return to the name: Permanens Capital previously reported a position in CAT as recently as Q3 2023.

Permanens Capital first reported a position in CAT in Q3 2021 and has held it in 10 quarters since. The position peaked at $8.12M in Q4 2021. 4,042 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Permanens Capital held 628 shares of Caterpillar worth $669K as of Q2 2026.
Caterpillar was a new Permanens Capital position in Q2 2026.
Caterpillar made up 0.07% of Permanens Capital's portfolio in Q2 2026, its #69 holding.
Permanens Capital first reported a position in Caterpillar in Q3 2021 and has held it in 10 quarters since.
Permanens Capital's Caterpillar position peaked at $8.12M in Q4 2021.
4,042 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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