PFG Investments’s Caterpillar CAT Stock Holding History

PFG Investments’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	$11.5M	Buy	10,845 +1,633	+18%	+$1.43M	0.45%	38
2026 Q1	$6.53M	Buy	9,212 +512	+6%	+$355K	0.3%	61
2025 Q4	$4.98M	Buy	8,700 +2,031	+30%	+$1.13M	0.23%	74
2025 Q3	$3.18M	Buy	6,669 +440	+7%	+$188K	0.17%	116
2025 Q2	$2.42M	Buy	6,229 +107	+2%	+$35.7K	0.14%	136
2025 Q1	$2.02M	Buy	6,122 +243	+4%	+$86.6K	0.13%	154
2024 Q4	$2.13M	Buy	5,879 +611	+12%	+$237K	0.13%	145
2024 Q3	$2.06M	Buy	5,268 +81	+2%	+$28K	0.13%	152
2024 Q2	$1.73M	Buy	5,187 +229	+5%	+$79.4K	0.12%	162
2024 Q1	$1.82M	Buy	+4,958	New	+$1.58M	0.11%	213
2023 Q4	–	Sell	-865	Closed	-$236K	–	491
2023 Q3	$236K	Buy	865 +15	+2%	+$4.07K	0.04%	417
2023 Q2	$209K	Buy	+850	New	+$190K	0.04%	458

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PFG Investments's CAT Position: Q2 2026 in Review

PFG Investments increased its Caterpillar (CAT) stake by 18% in Q2 2026, buying an estimated $1.43M and bringing the position to 10,845 shares worth $11.5M. The position accounts for 0.45% of the portfolio, ranked #38.

PFG Investments first reported a position in CAT in Q2 2023 and has held it in 12 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

PFG Investments held 10,845 shares of Caterpillar worth $11.5M as of Q2 2026.
PFG Investments bought 1,633 Caterpillar shares in Q2 2026, an estimated $1.43M.
Caterpillar made up 0.45% of PFG Investments's portfolio in Q2 2026, its #38 holding.
PFG Investments first reported a position in Caterpillar in Q2 2023 and has held it in 12 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.