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

Piedmont Capital Management (North Carolina)’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
Q1 		$321K Buy
453
+65
+17% +$45K 0.21% 73
2025
Q4 		$222K Buy
+388
New +$216K 0.15% 97

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VPM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Piedmont Capital Management (North Carolina)'s CAT Position: Q1 2026 in Review

Piedmont Capital Management (North Carolina) increased its Caterpillar (CAT) stake by 17% in Q1 2026, buying an estimated $45K and bringing the position to 453 shares worth $321K. The position accounts for 0.21% of the portfolio, ranked #73.

Piedmont Capital Management (North Carolina) first reported a position in CAT in Q4 2025 and has held it in 2 quarters since. 3,744 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Piedmont Capital Management (North Carolina) held 453 shares of Caterpillar worth $321K as of Q1 2026.
  • Piedmont Capital Management (North Carolina) bought 65 Caterpillar shares in Q1 2026, an estimated $45K.
  • Caterpillar made up 0.21% of Piedmont Capital Management (North Carolina)'s portfolio in Q1 2026, its #73 holding.
  • Piedmont Capital Management (North Carolina) first reported a position in Caterpillar in Q4 2025 and has held it in 2 quarters since.
  • 3,744 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Piedmont Capital Management (North Carolina)'s 13F filing for Q1 2026, filed 21 Apr 2026.