FGWP
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Founders Grove Wealth Partners’s Caterpillar CAT Stock Holding History

Founders Grove Wealth Partners’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 		$499K Buy
705
+65
+10% +$45K 0.11% 100
2025
Q4 		$367K Buy
640
+90
+16% +$50K 0.08% 114
2025
Q3 		$262K Buy
+550
New +$235K 0.06% 121

Other funds holding CAT

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Founders Grove Wealth Partners's CAT Position: Q1 2026 in Review

Founders Grove Wealth Partners increased its Caterpillar (CAT) stake by 10% in Q1 2026, buying an estimated $45K and bringing the position to 705 shares worth $499K. The position accounts for 0.11% of the portfolio, ranked #100.

Founders Grove Wealth Partners first reported a position in CAT in Q3 2025 and has held it in 3 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Founders Grove Wealth Partners held 705 shares of Caterpillar worth $499K as of Q1 2026.
  • Founders Grove Wealth Partners bought 65 Caterpillar shares in Q1 2026, an estimated $45K.
  • Caterpillar made up 0.11% of Founders Grove Wealth Partners's portfolio in Q1 2026, its #100 holding.
  • Founders Grove Wealth Partners first reported a position in Caterpillar in Q3 2025 and has held it in 3 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q1 2026, filed 15 Apr 2026.