Pettee Investors’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 | $834K | Hold |
783
| – | – | 0.41% | 60 |
|
|
2026
Q1 | $697K | Hold |
783
| – | – | 0.36% | 69 |
|
|
2025
Q4 | $449K | Hold |
783
| – | – | 0.25% | 84 |
|
|
2025
Q3 | $374K | Hold |
783
| – | – | 0.21% | 89 |
|
|
2025
Q2 | $304K | Hold |
783
| – | – | 0.18% | 94 |
|
|
2025
Q1 | $258K | Sell |
783
-125
| -14% | -$44.5K | 0.15% | 99 |
|
|
2024
Q4 | $329K | Hold |
908
| – | – | 0.17% | 105 |
|
|
2024
Q3 | $355K | Hold |
908
| – | – | 0.17% | 98 |
|
|
2024
Q2 | $302K | Hold |
908
| – | – | 0.15% | 102 |
|
|
2024
Q1 | $333K | Hold |
908
| – | – | 0.14% | 100 |
|
|
2023
Q4 | $268K | Hold |
908
| – | – | 0.12% | 110 |
|
|
2023
Q3 | $248K | Hold |
908
| – | – | 0.12% | 111 |
|
|
2023
Q2 | $223K | Hold |
908
| – | – | 0.1% | 115 |
|
|
2023
Q1 | $208K | Hold |
908
| – | – | 0.1% | 117 |
|
|
2022
Q4 | $218K | Buy |
+908
| New | +$198K | 0.11% | 111 |
|
|
2022
Q2 | – | Sell |
-908
| Closed | -$202K | – | 118 |
|
|
2022
Q1 | $202K | Buy |
+908
| New | +$190K | 0.09% | 121 |
|
|
2021
Q2 | – | Sell |
-908
| Closed | -$211K | – | 125 |
|
|
2021
Q1 | $211K | Sell |
908
-500
| -36% | -$104K | 0.1% | 121 |
|
|
2020
Q4 | $256K | Hold |
1,408
| – | – | 0.14% | 113 |
|
|
2020
Q3 | $210K | Buy |
+1,408
| New | +$198K | 0.12% | 111 |
|
|
2020
Q1 | – | Sell |
-1,707
| Closed | -$252K | – | 107 |
|
|
2019
Q4 | $252K | Hold |
1,707
| – | – | 0.14% | 110 |
|
|
2019
Q3 | $216K | Sell |
1,707
-250
| -13% | -$31.8K | 0.14% | 114 |
|
|
2019
Q2 | $267K | Hold |
1,957
| – | – | 0.17% | 107 |
|
|
2019
Q1 | $265K | Sell |
1,957
-250
| -11% | -$33.2K | 0.17% | 106 |
|
|
2018
Q4 | $280K | Sell |
2,207
-125
| -5% | -$16.3K | 0.2% | 100 |
|
|
2018
Q3 | $356K | Hold |
2,332
| – | – | 0.21% | 101 |
|
|
2018
Q2 | $316K | Hold |
2,332
| – | – | 0.2% | 102 |
|
|
2018
Q1 | $344K | Hold |
2,332
| – | – | 0.21% | 102 |
|
|
2017
Q4 | $367K | Hold |
2,332
| – | – | 0.22% | 102 |
|
|
2017
Q3 | $291K | Hold |
2,332
| – | – | 0.19% | 105 |
|
|
2017
Q2 | $251K | Hold |
2,332
| – | – | 0.22% | 58 |
|
|
2017
Q1 | $216K | Hold |
2,332
| – | – | 0.2% | 60 |
|
|
2016
Q4 | $216K | Hold |
2,332
| – | – | 0.21% | 58 |
|
|
2016
Q3 | $207K | Buy |
+2,332
| New | +$191K | 0.2% | 62 |
|
|
2015
Q3 | – | Sell |
-2,365
| Closed | -$201K | – | 61 |
|
|
2015
Q2 | $201K | Buy |
+2,365
| New | +$203K | 0.2% | 59 |
|
|
2015
Q1 | – | Sell |
-2,398
| Closed | -$219K | – | 60 |
|
|
2014
Q4 | $219K | Hold |
2,398
| – | – | 0.21% | 54 |
|
|
2014
Q3 | $237K | Hold |
2,398
| – | – | 0.23% | 52 |
|
|
2014
Q2 | $261K | Hold |
2,398
| – | – | 0.24% | 52 |
|
|
2014
Q1 | $238K | Hold |
2,398
| – | – | 0.22% | 52 |
|
|
2013
Q4 | $218K | Buy |
+2,398
| New | +$205K | 0.2% | 54 |
|
Other funds holding CAT
Pettee Investors's CAT Position: Q2 2026 in Review
Pettee Investors held its Caterpillar (CAT) position steady in Q2 2026 at 783 shares worth $834K. The position accounts for 0.41% of the portfolio, ranked #60.
Pettee Investors first reported a position in CAT in Q4 2013 and has held it in 39 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Pettee Investors held 783 shares of Caterpillar worth $834K as of Q2 2026.
- Pettee Investors left its Caterpillar share count unchanged in Q2 2026.
- Caterpillar made up 0.41% of Pettee Investors's portfolio in Q2 2026, its #60 holding.
- Pettee Investors first reported a position in Caterpillar in Q4 2013 and has held it in 39 quarters since.
- 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Pettee Investors's 13F filing for Q2 2026, filed 6 Aug 2026.