PNFS
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PW Nova Financial Services’s Caterpillar CAT Stock Holding History

PW Nova Financial Services’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 		$385K Sell
362
-59
-14% -$51.8K 0.08% 156
2026
Q1 		$298K Buy
421
+60
+17% +$41.6K 0.07% 159
2025
Q4 		$216K Buy
+361
New +$201K 0.08% 102

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Vanguard Capital Management
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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

PW Nova Financial Services's CAT Position: Q2 2026 in Review

PW Nova Financial Services reduced its Caterpillar (CAT) stake by 14% in Q2 2026, selling an estimated $51.8K and leaving 362 shares worth $385K. The position accounts for 0.08% of the portfolio, ranked #156.

PW Nova Financial Services first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • PW Nova Financial Services held 362 shares of Caterpillar worth $385K as of Q2 2026.
  • PW Nova Financial Services sold 59 Caterpillar shares in Q2 2026, an estimated $51.8K.
  • Caterpillar made up 0.08% of PW Nova Financial Services's portfolio in Q2 2026, its #156 holding.
  • PW Nova Financial Services first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on PW Nova Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.