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 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 $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

Principal Street Partners's CAT Position: Q1 2026 in Review

Principal Street Partners held its Caterpillar (CAT) position steady in Q1 2026 at 727 shares worth $515K. The position accounts for 0.08% of the portfolio, ranked #131.

Principal Street Partners first reported a position in CAT in Q1 2021 and has held it in 10 quarters since. The position peaked at $829K in Q1 2021. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Principal Street Partners held 727 shares of Caterpillar worth $515K as of Q1 2026.
Principal Street Partners left its Caterpillar share count unchanged in Q1 2026.
Caterpillar made up 0.08% of Principal Street Partners's portfolio in Q1 2026, its #131 holding.
Principal Street Partners first reported a position in Caterpillar in Q1 2021 and has held it in 10 quarters since.
Principal Street Partners's Caterpillar position peaked at $829K in Q1 2021.
3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Principal Street Partners's 13F filing for Q1 2026, filed 15 May 2026.