SEC 13F Intelligence

Peapack Gladstone Financial Corp / CAT

Peapack Gladstone Financial Corp’s Caterpillar Inc Position

Does Peapack Gladstone Financial Corp own Caterpillar Inc (CAT)? Yes — 65.3K shares worth $46M (+0.59% of its 13F portfolio) as of Q1 2026, down from 66.5K shares the prior filed quarter.

Position Value
$46M
Q1 2026
Shares
65.3K
% of Portfolio
+0.59%
Quarters Held
30
currently held

Position History CAT

Reported value by quarter
Q4 ’18: $5MQ4 ’18Q1 ’19: $5MQ2 ’19: $5MQ3 ’19: $5MQ4 ’19: $6MQ4 ’19Q1 ’20: $5MQ2 ’20: $5MQ3 ’20: $7MQ4 ’20: $8MQ4 ’20Q1 ’21: $14MQ2 ’21: $13MQ3 ’21: $11MQ4 ’21: $12MQ4 ’21Q1 ’22: $13MQ2 ’22: $10MQ3 ’22: $11MQ4 ’22: $16MQ4 ’22Q1 ’23: $16MQ2 ’23: $19MQ3 ’23: $22MQ4 ’23: $24MQ4 ’23Q1 ’24: $30MQ2 ’24: $28MQ3 ’24: $31MQ4 ’24: $29MQ4 ’24Q1 ’25: $24MQ2 ’25: $27MQ3 ’25: $33MQ4 ’25: $38MQ4 ’25Q1 ’26: $46Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202665.3K$46M+0.59%
Q4 202566.5K$38M+0.48%
Q3 202569.3K$33M+0.43%
Q2 202569.3K$27M+0.38%
Q1 202574.0K$24M+0.36%
Q4 202481.3K$29M+0.43%
Q3 202480.4K$31M+0.45%
Q2 202482.8K$28M+0.42%
Q1 202481.2K$30M+0.47%
Q4 202381.6K$24M+0.41%
Q3 202381.7K$22M+0.41%
Q2 202376.2K$19M+0.33%
Q1 202367.5K$16M+0.30%
Q4 202267.7K$16M+0.32%
Q3 202268.1K$11M+0.23%
Q2 202258.5K$10M+0.24%
Q1 202259.4K$13M+0.26%
Q4 202158.9K$12M+0.23%
Q3 202158.5K$11M+0.23%
Q2 202158.7K$13M+0.31%
Q1 202158.9K$14M+0.35%
Q4 202043.6K$8M+0.24%
Q3 202044.9K$7M+0.24%
Q2 202042.6K$5M+0.21%
Q1 202042.7K$5M+0.23%
Q4 201940.6K$6M+0.24%
Q3 201941.9K$5M+0.23%
Q2 201939.9K$5M+0.24%
Q1 201939.1K$5M+0.24%
Q4 201838.6K$5M+0.25%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Peapack Gladstone Financial Corp’s full portfolio or all institutional holders of CAT.