Pinnacle Wealth Management’s Caterpillar CAT Stock Holding History

Pinnacle Wealth Management’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	$2.72M	Sell	2,555 -96	-4%	-$84.3K	1.69%	14
2026 Q1	$1.88M	Sell	2,651 -724	-21%	-$501K	1.27%	16
2025 Q4	$1.93M	Buy	+3,375	New	+$1.88M	1.3%	25
2025 Q1	–	Sell	-6,425	Closed	-$2.33M	–	64
2024 Q4	$2.33M	Sell	6,425 -87	-1%	-$33.7K	2.59%	15
2024 Q3	$2.55M	Sell	6,512 -799	-11%	-$276K	3.05%	10
2024 Q2	$2.44M	Buy	7,311 +1,502	+26%	+$521K	3.05%	12
2024 Q1	$2.13M	Sell	5,809 -4,089	-41%	-$1.31M	2.22%	18
2023 Q4	$2.93M	Buy	+9,898	New	+$2.57M	3.35%	15

Other funds holding CAT

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Pinnacle Wealth Management's CAT Position: Q2 2026 in Review

Pinnacle Wealth Management reduced its Caterpillar (CAT) stake by 3.6% in Q2 2026, selling an estimated $84.3K and leaving 2,555 shares worth $2.72M. The position accounts for 1.69% of the portfolio, ranked #14.

Pinnacle Wealth Management first reported a position in CAT in Q4 2023 and has held it in 8 quarters since. The position peaked at $2.93M in Q4 2023. 1,072 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Pinnacle Wealth Management held 2,555 shares of Caterpillar worth $2.72M as of Q2 2026.
Pinnacle Wealth Management sold 96 Caterpillar shares in Q2 2026, an estimated $84.3K.
Caterpillar made up 1.69% of Pinnacle Wealth Management's portfolio in Q2 2026, its #14 holding.
Pinnacle Wealth Management first reported a position in Caterpillar in Q4 2023 and has held it in 8 quarters since.
Pinnacle Wealth Management's Caterpillar position peaked at $2.93M in Q4 2023.
1,072 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Pinnacle Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.