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Pinnacle Financial Group’s Caterpillar CAT Stock Holding History

Pinnacle Financial Group’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 		$863K Sell
1,217
-240
-16% -$166K 0.24% 53
2025
Q4 		$835K Buy
1,457
+3
+0.2% +$1.67K 0.24% 50
2025
Q3 		$694K Buy
1,454
+3
+0.2% +$1.28K 0.21% 51
2025
Q2 		$563K Buy
1,451
+219
+18% +$73K 0.19% 52
2025
Q1 		$406K Buy
1,232
+1
+0.1% +$356 0.15% 63
2024
Q4 		$447K Buy
1,231
+1
+0.1% +$388 0.17% 56
2024
Q3 		$481K Sell
1,230
-85
-6% -$29.4K 0.19% 46
2024
Q2 		$438K Buy
1,315
+3
+0.2% +$1.04K 0.19% 49
2024
Q1 		$481K Sell
1,312
-20
-2% -$6.39K 0.21% 43
2023
Q4 		$394K Sell
1,332
-70
-5% -$18.2K 0.2% 50
2023
Q3 		$383K Sell
1,402
-112
-7% -$30.4K 0.23% 46
2023
Q2 		$373K Sell
1,514
-152
-9% -$33.9K 0.21% 50
2023
Q1 		$381K Hold
1,666
– – 0.23% 47
2022
Q4 		$399K Buy
1,666
+57
+4% +$12.4K 0.28% 43
2022
Q3 		$264K Hold
1,609
– – 0.23% 47
2022
Q2 		$288K Sell
1,609
-209
-11% -$44K 0.25% 45
2022
Q1 		$405K Buy
1,818
+102
+6% +$21.4K 0.33% 38
2021
Q4 		$355K Buy
+1,716
New +$346K 0.27% 44

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

Pinnacle Financial Group's CAT Position: Q1 2026 in Review

Pinnacle Financial Group reduced its Caterpillar (CAT) stake by 16% in Q1 2026, selling an estimated $166K and leaving 1,217 shares worth $863K. The position accounts for 0.24% of the portfolio, ranked #53.

Pinnacle Financial Group first reported a position in CAT in Q4 2021 and has held it in 18 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Pinnacle Financial Group held 1,217 shares of Caterpillar worth $863K as of Q1 2026.
  • Pinnacle Financial Group sold 240 Caterpillar shares in Q1 2026, an estimated $166K.
  • Caterpillar made up 0.24% of Pinnacle Financial Group's portfolio in Q1 2026, its #53 holding.
  • Pinnacle Financial Group first reported a position in Caterpillar in Q4 2021 and has held it in 18 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Pinnacle Financial Group's 13F filing for Q1 2026, filed 13 May 2026.