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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
Q2 		$777K Buy
730
+25
+4% +$22K 0.16% 90
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

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

Founders Grove Wealth Partners's CAT Position: Q2 2026 in Review

Founders Grove Wealth Partners increased its Caterpillar (CAT) stake by 3.5% in Q2 2026, buying an estimated $22K and bringing the position to 730 shares worth $777K. The position accounts for 0.16% of the portfolio, ranked #90.

Founders Grove Wealth Partners first reported a position in CAT in Q3 2025 and has held it in 4 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Founders Grove Wealth Partners held 730 shares of Caterpillar worth $777K as of Q2 2026.
  • Founders Grove Wealth Partners bought 25 Caterpillar shares in Q2 2026, an estimated $22K.
  • Caterpillar made up 0.16% of Founders Grove Wealth Partners's portfolio in Q2 2026, its #90 holding.
  • Founders Grove Wealth Partners first reported a position in Caterpillar in Q3 2025 and has held it in 4 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.