Pine Grove Financial Group’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
– Sell
-398
Closed -$424K – 227
2026
Q2
$424K Buy
398
+77
+24% +$67.6K 0.04% 147
2026
Q1
$227K Buy
+321
New +$222K 0.03% 171

Other funds holding CAT

Pine Grove Financial Group's CAT Position: Q3 2026 in Review

Pine Grove Financial Group sold out of Caterpillar (CAT) in Q3 2026, closing a stake of 398 shares — an estimated $424K sold.

Pine Grove Financial Group first reported a position in CAT in Q1 2026 and held it in 2 quarters. The position peaked at $424K in Q2 2026. 1,615 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Pine Grove Financial Group reported no remaining Caterpillar position as of Q3 2026 after selling out during the quarter.
  • Pine Grove Financial Group sold 398 Caterpillar shares in Q3 2026, an estimated $424K.
  • Pine Grove Financial Group first reported a position in Caterpillar in Q1 2026 and held it in 2 quarters.
  • Pine Grove Financial Group's Caterpillar position peaked at $424K in Q2 2026.
  • 1,615 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Pine Grove Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.