CGA
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Crescent Grove Advisors’s Caterpillar CAT Stock Holding History

Crescent Grove 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 		$273K Sell
256
-123
-32% -$108K 0.02% 251
2026
Q1 		$269K Buy
+379
New +$263K 0.03% 248
2023
Q2 		– Sell
-1,359
Closed -$311K – 294
2023
Q1 		$311K Buy
1,359
+48
+4% +$11.6K 0.04% 229
2022
Q4 		$314K Sell
1,311
-471
-26% -$103K 0.03% 226
2022
Q3 		$292K Buy
1,782
+321
+22% +$58.6K 0.03% 212
2022
Q2 		$261K Sell
1,461
-506
-26% -$107K 0.03% 220
2022
Q1 		$438K Sell
1,967
-542
-22% -$114K 0.04% 183
2021
Q4 		$519K Buy
2,509
+1,123
+81% +$226K 0.05% 163
2021
Q3 		$266K Buy
1,386
+5
+0.4% +$1.04K 0.03% 217
2021
Q2 		$301K Buy
1,381
+108
+8% +$24.9K 0.03% 193
2021
Q1 		$295K Buy
1,273
+5
+0.4% +$1.03K 0.03% 164
2020
Q4 		$231K Buy
+1,268
New +$215K 0.03% 165
2020
Q3 		– Sell
-1,832
Closed -$232K – 170
2020
Q2 		$232K Buy
1,832
+13
+0.7% +$1.54K 0.05% 132
2020
Q1 		$211K Buy
1,819
+10
+0.6% +$1.28K 0.05% 122
2019
Q4 		$267K Buy
1,809
+11
+0.6% +$1.53K 0.05% 135
2019
Q3 		$227K Sell
1,798
-485
-21% -$61.6K 0.04% 141
2019
Q2 		$311K Buy
2,283
+12
+0.5% +$1.59K 0.06% 120
2019
Q1 		$308K Buy
2,271
+13
+0.6% +$1.73K 0.06% 118
2018
Q4 		$287K Buy
2,258
+524
+30% +$68.2K 0.06% 123
2018
Q3 		$264K Buy
1,734
+11
+0.6% +$1.56K 0.06% 116
2018
Q2 		$234K Buy
1,723
+8
+0.5% +$1.2K 0.06% 122
2018
Q1 		$253K Buy
1,715
+118
+7% +$18.6K 0.06% 116
2017
Q4 		$252K Buy
+1,597
New +$222K 0.06% 114

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

Crescent Grove Advisors's CAT Position: Q2 2026 in Review

Crescent Grove Advisors reduced its Caterpillar (CAT) stake by 32% in Q2 2026, selling an estimated $108K and leaving 256 shares worth $273K. The position accounts for 0.02% of the portfolio, ranked #251.

Crescent Grove Advisors first reported a position in CAT in Q4 2017 and has held it in 23 quarters since. The position peaked at $519K in Q4 2021. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Crescent Grove Advisors held 256 shares of Caterpillar worth $273K as of Q2 2026.
  • Crescent Grove Advisors sold 123 Caterpillar shares in Q2 2026, an estimated $108K.
  • Caterpillar made up 0.02% of Crescent Grove Advisors's portfolio in Q2 2026, its #251 holding.
  • Crescent Grove Advisors first reported a position in Caterpillar in Q4 2017 and has held it in 23 quarters since.
  • Crescent Grove Advisors's Caterpillar position peaked at $519K in Q4 2021.
  • 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Crescent Grove Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.