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Pettinga Financial Advisors’s Caterpillar CAT Stock Holding History

Pettinga Financial Advisors’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 		$209K Buy
+196
New +$172K 0.03% 145
2021
Q2 		– Sell
-864
Closed -$200K – 111
2021
Q1 		$200K Buy
+864
New +$179K 0.06% 98

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Pettinga Financial Advisors's CAT Position: Q2 2026 in Review

Pettinga Financial Advisors opened a new position in Caterpillar (CAT) in Q2 2026: 196 shares worth $209K. The stake represents 0.03% of the portfolio and ranks #145 among its holdings. This is a return to the name: Pettinga Financial Advisors previously reported a position in CAT as recently as Q1 2021.

Pettinga Financial Advisors first reported a position in CAT in Q1 2021 and has held it in 2 quarters since. 4,042 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Pettinga Financial Advisors held 196 shares of Caterpillar worth $209K as of Q2 2026.
  • Caterpillar was a new Pettinga Financial Advisors position in Q2 2026.
  • Caterpillar made up 0.03% of Pettinga Financial Advisors's portfolio in Q2 2026, its #145 holding.
  • Pettinga Financial Advisors first reported a position in Caterpillar in Q1 2021 and has held it in 2 quarters since.
  • 4,042 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Pettinga Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.