Principal Street Partners’s Caterpillar CAT Stock Holding History

Principal Street 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	$799K	Buy	750 +23	+3%	+$20.2K	0.12%	109
2026 Q1	$515K	Hold	727	–	–	0.08%	131
2025 Q4	$416K	Sell	727 -191	-21%	-$106K	0.07%	143
2025 Q3	$438K	Sell	918 -1,200	-57%	-$512K	0.07%	149
2025 Q2	$822K	Buy	2,118 +1,363	+181%	+$454K	0.08%	142
2025 Q1	$249K	Sell	755 -29	-4%	-$10.3K	0.05%	193
2024 Q4	$284K	Buy	784 +57	+8%	+$22.1K	0.06%	177
2024 Q3	$250K	Hold	727	–	–	0.04%	192
2024 Q2	$242K	Sell	727 -8	-1%	-$2.77K	0.04%	205
2024 Q1	$262K	Buy	+735	New	+$235K	0.05%	197
2021 Q2	–	Sell	-3,575	Closed	-$829K	–	214
2021 Q1	$829K	Buy	+3,575	New	+$740K	0.11%	126

Other funds holding CAT

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Principal Street Partners's CAT Position: Q2 2026 in Review

Principal Street Partners increased its Caterpillar (CAT) stake by 3.2% in Q2 2026, buying an estimated $20.2K and bringing the position to 750 shares worth $799K. The position accounts for 0.12% of the portfolio, ranked #109.

Principal Street Partners first reported a position in CAT in Q1 2021 and has held it in 11 quarters since. The position peaked at $829K in Q1 2021. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Principal Street Partners held 750 shares of Caterpillar worth $799K as of Q2 2026.
Principal Street Partners bought 23 Caterpillar shares in Q2 2026, an estimated $20.2K.
Caterpillar made up 0.12% of Principal Street Partners's portfolio in Q2 2026, its #109 holding.
Principal Street Partners first reported a position in Caterpillar in Q1 2021 and has held it in 11 quarters since.
Principal Street Partners's Caterpillar position peaked at $829K in Q1 2021.
4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Principal Street Partners's 13F filing for Q2 2026, filed 14 Aug 2026.