Piedmont Capital Management (Montana)’s Caterpillar CAT Stock Holding History

Piedmont Capital Management (Montana)’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	$724K	Hold	732	–	–	0.37%	36
2026 Q1	$524K	Hold	732	–	–	0.27%	35
2025 Q4	$419K	Hold	732	–	–	0.21%	38
2025 Q3	$351K	Hold	732	–	–	0.19%	40
2025 Q2	$284K	Hold	732	–	–	0.16%	44
2025 Q1	$201K	Hold	732	–	–	0.14%	43
2024 Q4	$264K	Hold	732	–	–	0.16%	45
2024 Q3	$289K	Sell	732 -29	-4%	-$10K	0.17%	46
2024 Q2	$282K	Hold	761	–	–	0.19%	41
2024 Q1	$282K	Hold	761	–	–	0.19%	41
2023 Q4	$225K	Sell	761 -47	-6%	-$12.2K	0.16%	47
2023 Q3	$221K	Buy	+808	New	+$219K	0.18%	43
2021 Q3	–	Sell	-963	Closed	-$209K	–	42
2021 Q2	$209K	Sell	963 -123	-11%	-$28.4K	0.17%	40
2021 Q1	$253K	Sell	1,086 -466	-30%	-$96.5K	0.24%	37
2020 Q4	$282K	Buy	+1,552	New	+$263K	0.29%	38

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Piedmont Capital Management (Montana)'s CAT Position: Q2 2026 in Review

Piedmont Capital Management (Montana) held its Caterpillar (CAT) position steady in Q2 2026 at 732 shares worth $724K. The position accounts for 0.37% of the portfolio, ranked #36.

Piedmont Capital Management (Montana) first reported a position in CAT in Q4 2020 and has held it in 15 quarters since. 4,023 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Piedmont Capital Management (Montana) held 732 shares of Caterpillar worth $724K as of Q2 2026.
Piedmont Capital Management (Montana) left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.37% of Piedmont Capital Management (Montana)'s portfolio in Q2 2026, its #36 holding.
Piedmont Capital Management (Montana) first reported a position in Caterpillar in Q4 2020 and has held it in 15 quarters since.
4,023 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Piedmont Capital Management (Montana)'s 13F filing for Q2 2026, filed 13 Aug 2026.