Prudent Man Advisors’s Caterpillar CAT Stock Holding History

Prudent Man Advisors’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	–	Hold	0	–	–	–	101
2026 Q1	–	Hold	0	–	–	–	111
2025 Q4	–	Hold	0	–	–	–	106
2025 Q3	–	Hold	0	–	–	–	118
2025 Q2	–	Hold	0	–	–	–	146
2025 Q1	–	Hold	0	–	–	–	153
2024 Q4	–	Hold	0	–	–	–	139
2024 Q3	–	Hold	0	–	–	–	142
2024 Q2	–	Hold	0	–	–	–	151
2024 Q1	–	Hold	0	–	–	–	144
2023 Q4	–	Sell	-390	Closed	-$101K	–	175
2023 Q3	$292K	Hold	390	–	–	0.12%	139
2023 Q2	$96K	Hold	390	–	–	0.04%	205
2023 Q1	$89K	Hold	390	–	–	0.03%	200
2022 Q4	$93K	Buy	+390	New	+$84.9K	0.04%	200
2022 Q2	–	Sell	-390	Closed	-$87K	–	167
2022 Q1	$87K	Hold	390	–	–	0.04%	185
2021 Q4	$81K	Hold	390	–	–	0.03%	186
2021 Q3	$75K	Hold	390	–	–	0.03%	207
2021 Q2	$85K	Hold	390	–	–	0.03%	209
2021 Q1	$90K	Buy	+390	New	+$80.7K	0.04%	197

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

Prudent Man Advisors's CAT Position: Q2 2026 in Review

Prudent Man Advisors held its Caterpillar (CAT) position steady in Q2 2026 at 0 shares worth $723K. The position accounts for 0.17% of the portfolio, ranked #101.

Prudent Man Advisors first reported a position in CAT in Q1 2021 and has held it in 9 quarters since. The position peaked at $292K in Q3 2023. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Prudent Man Advisors held 0 shares of Caterpillar worth $723K as of Q2 2026.
Prudent Man Advisors left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.17% of Prudent Man Advisors's portfolio in Q2 2026, its #101 holding.
Prudent Man Advisors first reported a position in Caterpillar in Q1 2021 and has held it in 9 quarters since.
Prudent Man Advisors's Caterpillar position peaked at $292K in Q3 2023.
4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Prudent Man Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.