PTP
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Platform Technology Partners’s Caterpillar CAT Stock Holding History

Platform Technology Partners’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 		$2.74M Buy
2,568
+41
+2% +$36K 0.45% 57
2026
Q1 		$1.79M Buy
2,527
+278
+12% +$193K 0.35% 70
2025
Q4 		$1.29M Sell
2,249
-60
-3% -$33.3K 0.27% 85
2025
Q3 		$1.1M Buy
2,309
+8
+0.3% +$3.42K 0.26% 88
2025
Q2 		$893K Hold
2,301
– – 0.23% 107
2025
Q1 		$759K Buy
2,301
+9
+0.4% +$3.21K 0.22% 107
2024
Q4 		$832K Hold
2,292
– – 0.25% 94
2024
Q3 		$896K Sell
2,292
-100
-4% -$34.5K 0.28% 88
2024
Q2 		$797K Buy
+2,392
New +$829K 0.27% 85
2023
Q4 		$625K Sell
1,942
-281
-13% -$72.9K 0.24% 96
2023
Q3 		$607K Sell
2,223
-37
-2% -$10K 0.28% 88
2023
Q2 		$571K Buy
2,260
+2
+0.1% +$446 0.27% 92
2023
Q1 		$517K Sell
2,258
-248
-10% -$60K 0.26% 95
2022
Q4 		$600K Sell
2,506
-36
-1% -$7.84K 0.31% 87
2022
Q3 		$417K Sell
2,542
-236
-8% -$43.1K 0.24% 108
2022
Q2 		$497K Buy
2,778
+109
+4% +$23K 0.27% 98
2022
Q1 		$595K Buy
2,669
+229
+9% +$48K 0.29% 94
2021
Q4 		$504K Buy
2,440
+183
+8% +$36.8K 0.22% 115
2021
Q3 		$433K Buy
2,257
+35
+2% +$7.29K 0.2% 135
2021
Q2 		$484K Buy
+2,222
New +$513K 0.2% 132
2020
Q4 		$376K Buy
2,068
+160
+8% +$27.1K 0.18% 132
2020
Q3 		$285K Buy
1,908
+45
+2% +$6.32K 0.17% 136
2020
Q2 		$236K Sell
1,863
-72
-4% -$8.54K 0.17% 150
2020
Q1 		$225K Buy
1,935
+496
+34% +$63.4K 0.2% 136
2019
Q4 		$213K Buy
+1,439
New +$201K 0.16% 152

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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

Platform Technology Partners's CAT Position: Q2 2026 in Review

Platform Technology Partners increased its Caterpillar (CAT) stake by 1.6% in Q2 2026, buying an estimated $36K and bringing the position to 2,568 shares worth $2.74M. The position accounts for 0.45% of the portfolio, ranked #57.

Platform Technology Partners first reported a position in CAT in Q4 2019 and has held it in 25 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Platform Technology Partners held 2,568 shares of Caterpillar worth $2.74M as of Q2 2026.
  • Platform Technology Partners bought 41 Caterpillar shares in Q2 2026, an estimated $36K.
  • Caterpillar made up 0.45% of Platform Technology Partners's portfolio in Q2 2026, its #57 holding.
  • Platform Technology Partners first reported a position in Caterpillar in Q4 2019 and has held it in 25 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Platform Technology Partners's 13F filing for Q2 2026, filed 24 Jul 2026.