PFPG
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Pinnacle Financial Partners (Georgia)’s Caterpillar CAT Stock Holding History

Pinnacle Financial Partners (Georgia)’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 		$60.9M Sell
57,226
-531
-0.9% -$466K 0.42% 43
2026
Q1 		$40.9M Buy
57,757
+2,507
+5% +$1.74M 0.31% 60
2025
Q4 		$31.7M Buy
+55,250
New +$30.7M 0.24% 76

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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 Financial Partners (Georgia)'s CAT Position: Q2 2026 in Review

Pinnacle Financial Partners (Georgia) reduced its Caterpillar (CAT) stake by 0.92% in Q2 2026, selling an estimated $466K and leaving 57,226 shares worth $60.9M. The position accounts for 0.42% of the portfolio, ranked #43.

Pinnacle Financial Partners (Georgia) first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 4,033 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Pinnacle Financial Partners (Georgia) held 57,226 shares of Caterpillar worth $60.9M as of Q2 2026.
  • Pinnacle Financial Partners (Georgia) sold 531 Caterpillar shares in Q2 2026, an estimated $466K.
  • Caterpillar made up 0.42% of Pinnacle Financial Partners (Georgia)'s portfolio in Q2 2026, its #43 holding.
  • Pinnacle Financial Partners (Georgia) first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 4,033 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Pinnacle Financial Partners (Georgia)'s 13F filing for Q2 2026, filed 14 Aug 2026.