Pinnacle West Asset Management’s Caterpillar CAT Stock Holding History

Pinnacle West Asset 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 Q1	$3.29M	Sell	4,651 -160	-3%	-$111K	2.24%	11
2025 Q4	$2.76M	Sell	4,811 -75	-2%	-$41.7K	1.79%	16
2025 Q3	$2.33M	Buy	4,886 +16	+0.3%	+$6.83K	1.51%	20
2025 Q2	$1.89M	Sell	4,870 -25	-0.5%	-$8.33K	1.31%	26
2025 Q1	$1.61M	Hold	4,895	–	–	1.17%	29
2024 Q4	$1.78M	Sell	4,895 -5	-0.1%	-$1.94K	1.27%	26
2024 Q3	$1.92M	Buy	4,900 +50	+1%	+$17.3K	1.37%	22
2024 Q2	$1.62M	Sell	4,850 -25	-0.5%	-$8.67K	1.26%	26
2024 Q1	$1.79M	Sell	4,875 -15	-0.3%	-$4.79K	1.42%	22
2023 Q4	$1.45M	Buy	4,890 +130	+3%	+$33.7K	1.24%	27
2023 Q3	$1.3M	Buy	4,760 +180	+4%	+$48.8K	1.27%	26
2023 Q2	$1.13M	Sell	4,580 -30	-0.7%	-$6.69K	1.09%	31
2023 Q1	$1.05M	Buy	+4,610	New	+$1.11M	1.1%	30

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pinnacle West Asset Management's CAT Position: Q1 2026 in Review

Pinnacle West Asset Management reduced its Caterpillar (CAT) stake by 3.3% in Q1 2026, selling an estimated $111K and leaving 4,651 shares worth $3.29M. The position accounts for 2.24% of the portfolio, ranked #11.

Pinnacle West Asset Management first reported a position in CAT in Q1 2023 and has held it in 13 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Pinnacle West Asset Management held 4,651 shares of Caterpillar worth $3.29M as of Q1 2026.
Pinnacle West Asset Management sold 160 Caterpillar shares in Q1 2026, an estimated $111K.
Caterpillar made up 2.24% of Pinnacle West Asset Management's portfolio in Q1 2026, its #11 holding.
Pinnacle West Asset Management first reported a position in Caterpillar in Q1 2023 and has held it in 13 quarters since.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Pinnacle West Asset Management's 13F filing for Q1 2026, filed 15 May 2026.