PFA
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Pinnacle Family Advisors’s Caterpillar CAT Stock Holding History

Pinnacle Family 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 		$341K Sell
320
-11
-3% -$9.66K 0.14% 108
2026
Q1 		$235K Buy
+331
New +$229K 0.11% 126
2021
Q3 		– Sell
-1,224
Closed -$266K – 140
2021
Q2 		$266K Buy
+1,224
New +$283K 0.12% 110
2021
Q1 		– Sell
-1,136
Closed -$207K – 123
2020
Q4 		$207K Buy
+1,136
New +$193K 0.13% 119

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Pinnacle Family Advisors's CAT Position: Q2 2026 in Review

Pinnacle Family Advisors reduced its Caterpillar (CAT) stake by 3.3% in Q2 2026, selling an estimated $9.66K and leaving 320 shares worth $341K. The position accounts for 0.14% of the portfolio, ranked #108.

Pinnacle Family Advisors first reported a position in CAT in Q4 2020 and has held it in 4 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Pinnacle Family Advisors held 320 shares of Caterpillar worth $341K as of Q2 2026.
  • Pinnacle Family Advisors sold 11 Caterpillar shares in Q2 2026, an estimated $9.66K.
  • Caterpillar made up 0.14% of Pinnacle Family Advisors's portfolio in Q2 2026, its #108 holding.
  • Pinnacle Family Advisors first reported a position in Caterpillar in Q4 2020 and has held it in 4 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Pinnacle Family Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.