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
Q2 		$540K Buy
507
+21
+4% +$18.4K 0.1% 121
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Pinion Investment Advisors's CAT Position: Q2 2026 in Review

Pinion Investment Advisors increased its Caterpillar (CAT) stake by 4.3% in Q2 2026, buying an estimated $18.4K and bringing the position to 507 shares worth $540K. The position accounts for 0.1% of the portfolio, ranked #121.

Pinion Investment Advisors first reported a position in CAT in Q1 2022 and has held it in 5 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Pinion Investment Advisors held 507 shares of Caterpillar worth $540K as of Q2 2026.
  • Pinion Investment Advisors bought 21 Caterpillar shares in Q2 2026, an estimated $18.4K.
  • Caterpillar made up 0.1% of Pinion Investment Advisors's portfolio in Q2 2026, its #121 holding.
  • Pinion Investment Advisors first reported a position in Caterpillar in Q1 2022 and has held it in 5 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Pinion Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.