Perpetual Ltd’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.44M | Sell |
2,292
-46
| -2% | -$40.4K | 0.03% | 162 |
|
|
2026
Q1 | $1.66M | Buy |
2,338
+261
| +13% | +$181K | 0.03% | 176 |
|
|
2025
Q4 | $1.19M | Buy |
2,077
+420
| +25% | +$233K | 0.02% | 218 |
|
|
2025
Q3 | $791K | Buy |
1,657
+357
| +27% | +$152K | 0.01% | 280 |
|
|
2025
Q2 | $505K | Sell |
1,300
-400
| -24% | -$133K | 0.01% | 318 |
|
|
2025
Q1 | $561K | Hold |
1,700
| – | – | 0.01% | 314 |
|
|
2024
Q4 | $617K | Hold |
1,700
| – | – | 0.01% | 303 |
|
|
2024
Q3 | $665K | Hold |
1,700
| – | – | 0.01% | 303 |
|
|
2024
Q2 | $566K | Hold |
1,700
| – | – | 0.01% | 325 |
|
|
2024
Q1 | $474K | Sell |
1,700
-434
| -20% | -$139K | ﹤0.01% | 353 |
|
|
2023
Q4 | $631K | Sell |
2,134
-9,585
| -82% | -$2.49M | 0.01% | 325 |
|
|
2023
Q3 | $3.2M | Sell |
11,719
-2,907
| -20% | -$789K | 0.03% | 183 |
|
|
2023
Q2 | $3.6M | Sell |
14,626
-842
| -5% | -$188K | 0.03% | 200 |
|
|
2023
Q1 | $3.54M | Buy |
+15,468
| New | +$3.74M | 0.03% | 207 |
|
|
2020
Q3 | $522K | Hold |
3,500
| – | – | 0.04% | 214 |
|
|
2020
Q2 | $443K | Buy |
+3,500
| New | +$415K | 0.04% | 156 |
|
|
2020
Q1 | – | Sell |
-3,500
| Closed | -$516K | – | 178 |
|
|
2019
Q4 | $516K | Hold |
3,500
| – | – | 0.08% | 101 |
|
|
2019
Q3 | $442K | Hold |
3,500
| – | – | 0.07% | 104 |
|
|
2019
Q2 | $477K | Buy |
+3,500
| New | +$462K | 0.08% | 99 |
|
|
2018
Q1 | – | Sell |
-4,037
| Closed | -$641K | – | 170 |
|
|
2017
Q4 | $641K | Hold |
4,037
| – | – | 0.08% | 99 |
|
|
2017
Q3 | $518K | Hold |
4,037
| – | – | 0.07% | 102 |
|
|
2017
Q2 | $434K | Buy |
4,037
+600
| +17% | +$61K | 0.03% | 208 |
|
|
2017
Q1 | $329K | Buy |
+3,437
| New | +$325K | 0.03% | 154 |
|
|
2016
Q4 | – | Sell |
-3,037
| Closed | -$270K | – | 128 |
|
|
2016
Q3 | $270K | Sell |
3,037
-3,768
| -55% | -$308K | 0.02% | 219 |
|
|
2016
Q2 | $516K | Sell |
6,805
-1,000
| -13% | -$74.9K | 0.05% | 160 |
|
|
2016
Q1 | $597K | Buy |
7,805
+500
| +7% | +$33.5K | 0.06% | 152 |
|
|
2015
Q4 | $496K | Buy |
7,305
+3,437
| +89% | +$240K | 0.06% | 150 |
|
|
2015
Q3 | $253K | Sell |
3,868
-1,737
| -31% | -$133K | 0.03% | 149 |
|
|
2015
Q2 | $475K | Hold |
5,605
| – | – | 0.05% | 152 |
|
|
2015
Q1 | $449K | Sell |
5,605
-2,300
| -29% | -$191K | 0.05% | 153 |
|
|
2014
Q4 | $724K | Buy |
7,905
+3,137
| +66% | +$305K | 0.09% | 159 |
|
|
2014
Q3 | $472K | Sell |
4,768
-1,537
| -24% | -$163K | 0.05% | 163 |
|
|
2014
Q2 | $685K | Buy |
6,305
+1,968
| +45% | +$207K | 0.06% | 154 |
|
|
2014
Q1 | $431K | Sell |
4,337
-668
| -13% | -$63K | 0.06% | 156 |
|
|
2013
Q4 | $455K | Buy |
5,005
+2,468
| +97% | +$211K | 0.06% | 165 |
|
|
2013
Q3 | $212K | Hold |
2,537
| – | – | 0.03% | 198 |
|
|
2013
Q2 | $209K | Buy |
+2,537
| New | +$216K | 0.03% | 191 |
|
Other funds holding CAT
ECSS
SMDAM
ATO
Perpetual Ltd's CAT Position: Q2 2026 in Review
Perpetual Ltd reduced its Caterpillar (CAT) stake by 2% in Q2 2026, selling an estimated $40.4K and leaving 2,292 shares worth $2.44M. The position accounts for 0.03% of the portfolio, ranked #162.
Perpetual Ltd first reported a position in CAT in Q2 2013 and has held it in 37 quarters since. The position peaked at $3.6M in Q2 2023. 1,706 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Perpetual Ltd held 2,292 shares of Caterpillar worth $2.44M as of Q2 2026.
- Perpetual Ltd sold 46 Caterpillar shares in Q2 2026, an estimated $40.4K.
- Caterpillar made up 0.03% of Perpetual Ltd's portfolio in Q2 2026, its #162 holding.
- Perpetual Ltd first reported a position in Caterpillar in Q2 2013 and has held it in 37 quarters since.
- Perpetual Ltd's Caterpillar position peaked at $3.6M in Q2 2023.
- 1,706 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Perpetual Ltd's 13F filing for Q2 2026, filed 15 Jul 2026.