PIA
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Pinion Investment Advisors’s Caterpillar CAT Stock Holding History

Pinion Investment Advisors’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 		$344K Buy
486
+10
+2% +$6.93K 0.08% 135
2025
Q4 		$273K Buy
+476
New +$265K 0.07% 142
2023
Q1 		– Sell
-844
Closed -$202K – 122
2022
Q4 		$202K Buy
+844
New +$184K 0.19% 124
2022
Q2 		– Sell
-1,068
Closed -$238K – 159
2022
Q1 		$238K Buy
+1,068
New +$224K 0.17% 153

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
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

Pinion Investment Advisors's CAT Position: Q1 2026 in Review

Pinion Investment Advisors increased its Caterpillar (CAT) stake by 2.1% in Q1 2026, buying an estimated $6.93K and bringing the position to 486 shares worth $344K. The position accounts for 0.08% of the portfolio, ranked #135.

Pinion Investment Advisors first reported a position in CAT in Q1 2022 and has held it in 4 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Pinion Investment Advisors held 486 shares of Caterpillar worth $344K as of Q1 2026.
  • Pinion Investment Advisors bought 10 Caterpillar shares in Q1 2026, an estimated $6.93K.
  • Caterpillar made up 0.08% of Pinion Investment Advisors's portfolio in Q1 2026, its #135 holding.
  • Pinion Investment Advisors first reported a position in Caterpillar in Q1 2022 and has held it in 4 quarters since.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Pinion Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.