Perryman Financial Advisory’s Caterpillar CAT Stock Holding History

Perryman Financial Advisory’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	$11.4M	Buy	10,737 +350	+3%	+$307K	1.52%	16
2026 Q1	$7.36M	Sell	10,387 -225	-2%	-$156K	1.1%	31
2025 Q4	$6.08M	Buy	+10,612	New	+$5.9M	0.89%	31

Other funds holding CAT

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Perryman Financial Advisory's CAT Position: Q2 2026 in Review

Perryman Financial Advisory increased its Caterpillar (CAT) stake by 3.4% in Q2 2026, buying an estimated $307K and bringing the position to 10,737 shares worth $11.4M. The position accounts for 1.52% of the portfolio, ranked #16.

Perryman Financial Advisory first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 2,116 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Perryman Financial Advisory held 10,737 shares of Caterpillar worth $11.4M as of Q2 2026.
Perryman Financial Advisory bought 350 Caterpillar shares in Q2 2026, an estimated $307K.
Caterpillar made up 1.52% of Perryman Financial Advisory's portfolio in Q2 2026, its #16 holding.
Perryman Financial Advisory first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
2,116 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.