PUI
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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
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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Morgan Stanley
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Gates Foundation Trust
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Northern Trust
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Purpose Unlimited Inc's CAT Position: Q1 2026 in Review

Purpose Unlimited Inc reduced its Caterpillar (CAT) stake by 5.8% in Q1 2026, selling an estimated $67.2K and leaving 1,586 shares worth $1.12M. The position accounts for 0.05% of the portfolio, ranked #122.

Purpose Unlimited Inc first reported a position in CAT in Q4 2025 and has held it in 2 quarters since. 3,744 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Purpose Unlimited Inc held 1,586 shares of Caterpillar worth $1.12M as of Q1 2026.
  • Purpose Unlimited Inc sold 97 Caterpillar shares in Q1 2026, an estimated $67.2K.
  • Caterpillar made up 0.05% of Purpose Unlimited Inc's portfolio in Q1 2026, its #122 holding.
  • Purpose Unlimited Inc first reported a position in Caterpillar in Q4 2025 and has held it in 2 quarters since.
  • 3,744 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Purpose Unlimited Inc's 13F filing for Q1 2026, filed 15 May 2026.