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Private Capital Management (Florida)’s Caterpillar CAT Stock Holding History

Private Capital Management (Florida)’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 		$1.3M Hold
1,220
– – 0.11% 96
2026
Q1 		$864K Hold
1,220
– – 0.09% 105
2025
Q4 		$699K Buy
+1,220
New +$678K 0.06% 109

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Vanguard Capital Management
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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

Private Capital Management (Florida)'s CAT Position: Q2 2026 in Review

Private Capital Management (Florida) held its Caterpillar (CAT) position steady in Q2 2026 at 1,220 shares worth $1.3M. The position accounts for 0.11% of the portfolio, ranked #96.

Private Capital Management (Florida) first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 4,052 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Private Capital Management (Florida) held 1,220 shares of Caterpillar worth $1.3M as of Q2 2026.
  • Private Capital Management (Florida) left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.11% of Private Capital Management (Florida)'s portfolio in Q2 2026, its #96 holding.
  • Private Capital Management (Florida) first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 4,052 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Private Capital Management (Florida)'s 13F filing for Q2 2026, filed 14 Aug 2026.