PCM
CAT icon

Permanent Capital Management’s Caterpillar CAT Stock Holding History

Permanent Capital Management’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 		$5.01M Buy
5,617
+31
+0.6% +$21.5K 0.78% 14
2025
Q4 		$3.2M Buy
5,586
+217
+4% +$121K 0.62% 20
2025
Q3 		$2.56M Buy
+5,369
New +$2.29M 0.48% 24
2024
Q2 		$2.08M Buy
+5,369
New +$1.86M 0.44% 24

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
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 $336B AUM 34.66% 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

Permanent Capital Management's CAT Position: Q1 2026 in Review

Permanent Capital Management increased its Caterpillar (CAT) stake by 0.55% in Q1 2026, buying an estimated $21.5K and bringing the position to 5,617 shares worth $5.01M. The position accounts for 0.78% of the portfolio, ranked #14.

Permanent Capital Management first reported a position in CAT in Q2 2024 and has held it in 4 quarters since. 3,744 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Permanent Capital Management held 5,617 shares of Caterpillar worth $5.01M as of Q1 2026.
  • Permanent Capital Management bought 31 Caterpillar shares in Q1 2026, an estimated $21.5K.
  • Caterpillar made up 0.78% of Permanent Capital Management's portfolio in Q1 2026, its #14 holding.
  • Permanent Capital Management first reported a position in Caterpillar in Q2 2024 and has held it in 4 quarters since.
  • 3,744 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Permanent Capital Management's 13F filing for Q1 2026, filed 14 May 2026.