PWPS
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Pinnacle Wealth Planning Services’s Caterpillar CAT Stock Holding History

Pinnacle Wealth Planning Services’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 		$1.79M Sell
2,525
-138
-5% -$95.6K 0.18% 63
2025
Q4 		$1.53M Sell
2,663
-52
-2% -$28.9K 0.16% 71
2025
Q3 		$1.3M Sell
2,715
-31
-1% -$13.2K 0.15% 84
2025
Q2 		$1.07M Sell
2,746
-135
-5% -$45K 0.14% 92
2025
Q1 		$950K Buy
2,881
+56
+2% +$19.9K 0.14% 87
2024
Q4 		$1.02M Sell
2,825
-615
-18% -$239K 0.15% 77
2024
Q3 		$1.35M Sell
3,440
-258
-7% -$89.1K 0.18% 73
2024
Q2 		$1.23M Sell
3,698
-195
-5% -$67.6K 0.18% 82
2024
Q1 		$1.43M Buy
3,893
+32
+0.8% +$10.2K 0.21% 73
2023
Q4 		$1.14M Sell
3,861
-77
-2% -$20K 0.18% 85
2023
Q3 		$1.08M Sell
3,938
-2,077
-35% -$563K 0.18% 80
2023
Q2 		$1.48M Sell
6,015
-160
-3% -$35.7K 0.24% 62
2023
Q1 		$1.41M Buy
6,175
+2,079
+51% +$503K 0.23% 64
2022
Q4 		$981K Buy
4,096
+220
+6% +$47.9K 0.17% 84
2022
Q3 		$636K Buy
3,876
+663
+21% +$121K 0.12% 112
2022
Q2 		$574K Sell
3,213
-793
-20% -$167K 0.1% 132
2022
Q1 		$893K Buy
4,006
+150
+4% +$31.5K 0.16% 102
2021
Q4 		$798K Buy
3,856
+420
+12% +$84.6K 0.16% 101
2021
Q3 		$660K Buy
3,436
+89
+3% +$18.5K 0.15% 109
2021
Q2 		$728K Hold
3,347
– – 0.17% 94
2021
Q1 		$776K Buy
3,347
+168
+5% +$34.8K 0.2% 85
2020
Q4 		$579K Buy
3,179
+61
+2% +$10.3K 0.14% 98
2020
Q3 		$465K Buy
3,118
+40
+1% +$5.62K 0.15% 109
2020
Q2 		$389K Buy
3,078
+530
+21% +$62.8K 0.13% 134
2020
Q1 		$295K Sell
2,548
-413
-14% -$52.8K 0.14% 138
2019
Q4 		$437K Buy
2,961
+948
+47% +$132K 0.21% 105
2019
Q3 		$254K Buy
2,013
+545
+37% +$69.2K 0.14% 141
2019
Q2 		$200K Buy
+1,468
New +$194K 0.12% 157
2018
Q4 		– Sell
-1,471
Closed -$225K – 155
2018
Q3 		$225K Buy
+1,471
New +$208K 0.21% 153

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 Wealth Planning Services's CAT Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Caterpillar (CAT) stake by 5.2% in Q1 2026, selling an estimated $95.6K and leaving 2,525 shares worth $1.79M. The position accounts for 0.18% of the portfolio, ranked #63.

Pinnacle Wealth Planning Services first reported a position in CAT in Q3 2018 and has held it in 29 quarters since. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Pinnacle Wealth Planning Services held 2,525 shares of Caterpillar worth $1.79M as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 138 Caterpillar shares in Q1 2026, an estimated $95.6K.
  • Caterpillar made up 0.18% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #63 holding.
  • Pinnacle Wealth Planning Services first reported a position in Caterpillar in Q3 2018 and has held it in 29 quarters since.
  • 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.