PCG
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PFC Capital Group’s Caterpillar CAT Stock Holding History

PFC Capital Group’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 		$3.48M Sell
3,267
-50
-2% -$43.9K 1.34% 23
2026
Q1 		$2.35M Hold
3,317
– – 1.04% 27
2025
Q4 		$1.9M Buy
3,317
+16
+0.5% +$8.89K 0.78% 35
2025
Q3 		$1.57M Buy
3,301
+200
+6% +$85.4K 0.66% 38
2025
Q2 		$1.2M Sell
3,101
-534
-15% -$178K 0.56% 41
2025
Q1 		$1.2M Hold
3,635
– – 0.6% 35
2024
Q4 		$1.32M Hold
3,635
– – 0.64% 33
2024
Q3 		$1.42M Hold
3,635
– – 0.68% 31
2024
Q2 		$1.21M Buy
3,635
+178
+5% +$61.7K 0.61% 34
2024
Q1 		$1.27M Buy
3,457
+125
+4% +$40K 0.68% 34
2023
Q4 		$985K Buy
+3,332
New +$864K 0.58% 35

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

PFC Capital Group's CAT Position: Q2 2026 in Review

PFC Capital Group reduced its Caterpillar (CAT) stake by 1.5% in Q2 2026, selling an estimated $43.9K and leaving 3,267 shares worth $3.48M. The position accounts for 1.34% of the portfolio, ranked #23.

PFC Capital Group first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • PFC Capital Group held 3,267 shares of Caterpillar worth $3.48M as of Q2 2026.
  • PFC Capital Group sold 50 Caterpillar shares in Q2 2026, an estimated $43.9K.
  • Caterpillar made up 1.34% of PFC Capital Group's portfolio in Q2 2026, its #23 holding.
  • PFC Capital Group first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
  • 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on PFC Capital Group's 13F filing for Q2 2026, filed 6 Aug 2026.