PCA
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Purkiss Capital Advisors’s Caterpillar CAT Stock Holding History

Purkiss Capital 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 		$2.4M Buy
2,258
+353
+19% +$310K 0.92% 26
2026
Q1 		$1.35M Hold
1,905
– – 0.59% 45
2025
Q4 		$1.09M Sell
1,905
-240
-11% -$133K 0.51% 43
2025
Q3 		$1.02M Buy
2,145
+279
+15% +$119K 0.49% 47
2025
Q2 		$724K Buy
1,866
+150
+9% +$50K 0.4% 57
2025
Q1 		$566K Buy
1,716
+1,002
+140% +$357K 0.43% 48
2024
Q4 		$259K Buy
+714
New +$277K 0.22% 80

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Purkiss Capital Advisors's CAT Position: Q2 2026 in Review

Purkiss Capital Advisors increased its Caterpillar (CAT) stake by 19% in Q2 2026, buying an estimated $310K and bringing the position to 2,258 shares worth $2.4M. The position accounts for 0.92% of the portfolio, ranked #26.

Purkiss Capital Advisors first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 1,873 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Purkiss Capital Advisors held 2,258 shares of Caterpillar worth $2.4M as of Q2 2026.
  • Purkiss Capital Advisors bought 353 Caterpillar shares in Q2 2026, an estimated $310K.
  • Caterpillar made up 0.92% of Purkiss Capital Advisors's portfolio in Q2 2026, its #26 holding.
  • Purkiss Capital Advisors first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 1,873 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Purkiss Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.