PineBridge Investments’s Caterpillar CAT Stock Holding History

PineBridge 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 Q1	$57.6M	Buy	81,347 +12,951	+19%	+$8.97M	0.49%	44
2025 Q4	$39.2M	Buy	68,396 +39,475	+136%	+$21.9M	0.29%	68
2025 Q3	$13.8M	Sell	28,921 -36,203	-56%	-$15.5M	0.1%	163
2025 Q2	$25.3M	Sell	65,124 -35,317	-35%	-$11.8M	0.2%	106
2025 Q1	$33.1M	Buy	100,441 +77,415	+336%	+$27.6M	0.26%	80
2024 Q4	$8.35M	Sell	23,026 -129,865	-85%	-$50.4M	0.06%	242
2024 Q3	$59.8M	Buy	152,891 +12,487	+9%	+$4.31M	0.45%	50
2024 Q2	$46.8M	Buy	140,404 +44,355	+46%	+$15.4M	0.38%	58
2024 Q1	$35.2M	Sell	96,049 -61,631	-39%	-$19.7M	0.28%	75
2023 Q4	$46.6M	Sell	157,680 -75,483	-32%	-$19.6M	0.43%	50
2023 Q3	$63.7M	Sell	233,163 -16,940	-7%	-$4.6M	0.71%	20
2023 Q2	$61.5M	Buy	250,103 +230,256	+1,160%	+$51.3M	0.66%	23
2023 Q1	$4.54M	Buy	19,847 +3,520	+22%	+$851K	0.05%	288
2022 Q4	$3.91M	Sell	16,327 -57,891	-78%	-$12.6M	0.05%	288
2022 Q3	$12.2M	Buy	74,218 +55,695	+301%	+$10.2M	0.16%	163
2022 Q2	$3.31M	Buy	+18,523	New	+$3.9M	0.04%	298
2022 Q1	–	Sell	-163,766	Closed	-$33.9M	–	737
2021 Q4	$33.9M	Buy	163,766 +53,961	+49%	+$10.9M	0.35%	56
2021 Q3	$21.1M	Buy	109,805 +12,154	+12%	+$2.53M	0.25%	106
2021 Q2	$21.3M	Sell	97,651 -10,297	-10%	-$2.38M	0.25%	99
2021 Q1	$25M	Buy	107,948 +14,532	+16%	+$3.01M	0.32%	68
2020 Q4	$17M	Sell	93,416 -27,570	-23%	-$4.68M	0.26%	92
2020 Q3	$18M	Sell	120,986 -2,922	-2%	-$410K	0.31%	79
2020 Q2	$15.7M	Buy	123,908 +38,101	+44%	+$4.52M	0.3%	77
2020 Q1	$9.96M	Sell	85,807 -16,196	-16%	-$2.07M	0.23%	109
2019 Q4	$15.1M	Sell	102,003 -121,467	-54%	-$17M	0.23%	112
2019 Q3	$28.2M	Sell	223,470 -3,706	-2%	-$471K	0.46%	52
2019 Q2	$31M	Buy	227,176 +205,004	+925%	+$27.1M	0.5%	51
2019 Q1	$3M	Sell	22,172 -788	-3%	-$105K	0.06%	259
2018 Q4	$2.92M	Sell	22,960 -76,305	-77%	-$9.93M	0.07%	253
2018 Q3	$15.1M	Sell	99,265 -12,808	-11%	-$1.81M	0.29%	97
2018 Q2	$15.2M	Buy	112,073 +100,388	+859%	+$15M	0.37%	69
2018 Q1	$1.72M	Sell	11,685 -137,745	-92%	-$21.8M	0.04%	420
2017 Q4	$23.5M	Sell	149,430 -35,199	-19%	-$4.88M	0.61%	28
2017 Q3	$23M	Sell	184,629 -10,379	-5%	-$1.2M	0.55%	44
2017 Q2	$21M	Sell	195,008 -9,210	-5%	-$936K	0.55%	47
2017 Q1	$18.9M	Buy	204,218 +195,548	+2,255%	+$18.5M	0.5%	46
2016 Q4	$804K	Buy	8,670 +3,757	+76%	+$340K	0.02%	485
2016 Q3	$436K	Buy	4,913 +4,032	+458%	+$330K	0.02%	298
2016 Q2	$67K	Sell	881 -218	-20%	-$16.3K	﹤0.01%	887
2016 Q1	$84K	Sell	1,099 -243	-18%	-$16.3K	﹤0.01%	774
2015 Q4	$91K	Sell	1,342 -14,424	-91%	-$1.01M	﹤0.01%	799
2015 Q3	$1.03M	Sell	15,766 -154,185	-91%	-$11.8M	0.04%	242
2015 Q2	$14.4M	Sell	169,951 -9,832	-5%	-$845K	0.57%	53
2015 Q1	$14.4M	Buy	179,783 +5,488	+3%	+$456K	0.53%	56
2014 Q4	$16M	Buy	174,295 +54,271	+45%	+$5.28M	0.6%	41
2014 Q3	$11.9M	Buy	120,024 +3,502	+3%	+$371K	0.49%	59
2014 Q2	$12.7M	Buy	116,522 +99,715	+593%	+$10.5M	0.5%	55
2014 Q1	$1.67M	Sell	16,807 -2,968	-15%	-$280K	0.06%	251
2013 Q4	$1.8M	Buy	19,775 +19,162	+3,126%	+$1.64M	0.05%	258
2013 Q3	$51K	Buy	+613	New	+$51.8K	﹤0.01%	926

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PineBridge Investments's CAT Position: Q1 2026 in Review

PineBridge Investments increased its Caterpillar (CAT) stake by 19% in Q1 2026, buying an estimated $8.97M and bringing the position to 81,347 shares worth $57.6M. The position accounts for 0.49% of the portfolio, ranked #44.

PineBridge Investments first reported a position in CAT in Q3 2013 and has held it in 50 quarters since. The position peaked at $63.7M in Q3 2023. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

PineBridge Investments held 81,347 shares of Caterpillar worth $57.6M as of Q1 2026.
PineBridge Investments bought 12,951 Caterpillar shares in Q1 2026, an estimated $8.97M.
Caterpillar made up 0.49% of PineBridge Investments's portfolio in Q1 2026, its #44 holding.
PineBridge Investments first reported a position in Caterpillar in Q3 2013 and has held it in 50 quarters since.
PineBridge Investments's Caterpillar position peaked at $63.7M in Q3 2023.
3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on PineBridge Investments's 13F filing for Q1 2026, filed 14 May 2026.