PAS
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PKS Advisory Services’s Caterpillar CAT Stock Holding History

PKS Advisory 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 		$394K Buy
554
+37
+7% +$25.6K 0.09% 182
2025
Q4 		$296K Sell
517
-15
-3% -$8.34K 0.07% 198
2025
Q3 		$254K Sell
532
-19
-3% -$8.11K 0.05% 213
2025
Q2 		$214K Buy
+551
New +$184K 0.05% 240
2025
Q1 		– Sell
-556
Closed -$202K – 247
2024
Q4 		$202K Buy
+556
New +$216K 0.05% 231

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

PKS Advisory Services's CAT Position: Q1 2026 in Review

PKS Advisory Services increased its Caterpillar (CAT) stake by 7.2% in Q1 2026, buying an estimated $25.6K and bringing the position to 554 shares worth $394K. The position accounts for 0.09% of the portfolio, ranked #182.

PKS Advisory Services first reported a position in CAT in Q4 2024 and has held it in 5 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • PKS Advisory Services held 554 shares of Caterpillar worth $394K as of Q1 2026.
  • PKS Advisory Services bought 37 Caterpillar shares in Q1 2026, an estimated $25.6K.
  • Caterpillar made up 0.09% of PKS Advisory Services's portfolio in Q1 2026, its #182 holding.
  • PKS Advisory Services first reported a position in Caterpillar in Q4 2024 and has held it in 5 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.