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Purpose Unlimited Inc’s Caterpillar CAT Stock Holding History

Purpose Unlimited Inc’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 		$1.82M Buy
1,710
+124
+8% +$109K 0.07% 98
2026
Q1 		$1.12M Sell
1,586
-97
-6% -$67.2K 0.05% 122
2025
Q4 		$964K Buy
+1,683
New +$935K 0.04% 114

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State Farm Mutual Automobile Insurance
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Vanguard Portfolio Management
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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

Purpose Unlimited Inc's CAT Position: Q2 2026 in Review

Purpose Unlimited Inc increased its Caterpillar (CAT) stake by 7.8% in Q2 2026, buying an estimated $109K and bringing the position to 1,710 shares worth $1.82M. The position accounts for 0.07% of the portfolio, ranked #98.

Purpose Unlimited Inc first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 4,065 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Purpose Unlimited Inc held 1,710 shares of Caterpillar worth $1.82M as of Q2 2026.
  • Purpose Unlimited Inc bought 124 Caterpillar shares in Q2 2026, an estimated $109K.
  • Caterpillar made up 0.07% of Purpose Unlimited Inc's portfolio in Q2 2026, its #98 holding.
  • Purpose Unlimited Inc first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 4,065 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Purpose Unlimited Inc's 13F filing for Q2 2026, filed 13 Aug 2026.