PRS
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Pinkerton Retirement Specialists’s Caterpillar CAT Stock Holding History

Pinkerton Retirement Specialists’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 		– Sell
-6,635
Closed -$3.8M – 113
2026
Q1 		$3.8M Buy
6,635
+537
+9% +$372K 0.35% 79
2025
Q4 		$3.49M Buy
+6,098
New +$3.39M 0.36% 81
2024
Q2 		– Sell
-714
Closed -$262K – 128
2024
Q1 		$262K Sell
714
-170
-19% -$54.3K 0.04% 110
2023
Q4 		$261K Sell
884
-377
-30% -$97.8K 0.05% 114
2023
Q3 		$344K Buy
+1,261
New +$342K 0.07% 99
2023
Q1 		– Sell
-1,312
Closed -$314K – 139
2022
Q4 		$314K Buy
+1,312
New +$286K 0.07% 108
2018
Q4 		– Sell
-51
Closed -$8K – 73
2018
Q3 		$8K Hold
51
– – ﹤0.01% 144
2018
Q2 		$7K Hold
51
– – ﹤0.01% 155
2018
Q1 		$8K Buy
51
+41
+410% +$6.47K ﹤0.01% 142
2017
Q4 		$2K Buy
+10
New +$1.39K ﹤0.01% 189
2017
Q3 		– Sell
-299
Closed -$32K – 164
2017
Q2 		$32K Buy
299
+250
+510% +$25.4K 0.02% 83
2017
Q1 		$5K Sell
49
-418
-90% -$39.6K ﹤0.01% 97
2016
Q4 		$43K Sell
467
-4,116
-90% -$373K 0.02% 206
2016
Q3 		$517K Buy
4,583
+4,177
+1,029% +$342K 0.22% 77
2016
Q2 		$31K Buy
+406
New +$30.4K 0.02% 242

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Pinkerton Retirement Specialists's CAT Position: Q2 2026 in Review

Pinkerton Retirement Specialists sold out of Caterpillar (CAT) in Q2 2026, closing a stake of 6,635 shares — an estimated $3.8M sold.

Pinkerton Retirement Specialists first reported a position in CAT in Q2 2016 and held it in 15 quarters. The position peaked at $3.8M in Q1 2026. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Pinkerton Retirement Specialists reported no remaining Caterpillar position as of Q2 2026 after selling out during the quarter.
  • Pinkerton Retirement Specialists sold 6,635 Caterpillar shares in Q2 2026, an estimated $3.8M.
  • Pinkerton Retirement Specialists first reported a position in Caterpillar in Q2 2016 and held it in 15 quarters.
  • Pinkerton Retirement Specialists's Caterpillar position peaked at $3.8M in Q1 2026.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Pinkerton Retirement Specialists's 13F filing for Q2 2026, filed 30 Jul 2026.