PMG
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Private Management Group’s Caterpillar CAT Stock Holding History

Private Management Group’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 		$666K Sell
625
-7
-1% -$6.15K 0.02% 228
2026
Q1 		$448K Sell
632
-52
-8% -$36K 0.01% 243
2025
Q4 		$392K Sell
684
-70
-9% -$38.9K 0.01% 246
2025
Q3 		$360K Hold
754
– – 0.01% 240
2025
Q2 		$293K Buy
+754
New +$251K 0.01% 236

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Private Management Group's CAT Position: Q2 2026 in Review

Private Management Group reduced its Caterpillar (CAT) stake by 1.1% in Q2 2026, selling an estimated $6.15K and leaving 625 shares worth $666K. The position accounts for 0.02% of the portfolio, ranked #228.

Private Management Group first reported a position in CAT in Q2 2025 and has held it in 5 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Private Management Group held 625 shares of Caterpillar worth $666K as of Q2 2026.
  • Private Management Group sold 7 Caterpillar shares in Q2 2026, an estimated $6.15K.
  • Caterpillar made up 0.02% of Private Management Group's portfolio in Q2 2026, its #228 holding.
  • Private Management Group first reported a position in Caterpillar in Q2 2025 and has held it in 5 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Private Management Group's 13F filing for Q2 2026, filed 31 Jul 2026.