PCH
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PGIM Custom Harvest’s Caterpillar CAT Stock Holding History

PGIM Custom Harvest’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 		$1.24M Buy
1,167
+364
+45% +$320K 0.02% 136
2026
Q1 		$569K Buy
803
+134
+20% +$92.8K 0.01% 166
2025
Q4 		$384K Buy
669
+82
+14% +$45.6K 0.01% 193
2025
Q3 		$280K Sell
587
-145
-20% -$61.9K ﹤0.01% 214
2025
Q2 		$284K Buy
732
+77
+12% +$25.7K 0.01% 204
2025
Q1 		$216K Buy
655
+47
+8% +$16.7K 0.01% 227
2024
Q4 		$221K Buy
608
+40
+7% +$15.5K ﹤0.01% 239
2024
Q3 		$222K Buy
+568
New +$196K ﹤0.01% 231
2023
Q2 		– Sell
-925
Closed -$212K – 177
2023
Q1 		$212K Sell
925
-28
-3% -$6.77K 0.01% 191
2022
Q4 		$228K Buy
+953
New +$207K 0.01% 190
2021
Q3 		$284K Buy
1,478
+298
+25% +$62.1K 0.04% 163
2021
Q2 		$257K Buy
1,180
+40
+4% +$9.24K 0.05% 151
2021
Q1 		$264K Buy
+1,140
New +$236K 0.06% 135

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

PGIM Custom Harvest's CAT Position: Q2 2026 in Review

PGIM Custom Harvest increased its Caterpillar (CAT) stake by 45% in Q2 2026, buying an estimated $320K and bringing the position to 1,167 shares worth $1.24M. The position accounts for 0.02% of the portfolio, ranked #136.

PGIM Custom Harvest first reported a position in CAT in Q1 2021 and has held it in 13 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • PGIM Custom Harvest held 1,167 shares of Caterpillar worth $1.24M as of Q2 2026.
  • PGIM Custom Harvest bought 364 Caterpillar shares in Q2 2026, an estimated $320K.
  • Caterpillar made up 0.02% of PGIM Custom Harvest's portfolio in Q2 2026, its #136 holding.
  • PGIM Custom Harvest first reported a position in Caterpillar in Q1 2021 and has held it in 13 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on PGIM Custom Harvest's 13F filing for Q2 2026, filed 13 Aug 2026.