FGP
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Freestone Grove Partners’s Caterpillar CAT Stock Holding History

Freestone Grove 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 		$49M Sell
46,029
-45,135
-50% -$39.6M 0.31% 89
2026
Q1 		$64.6M Sell
91,164
-67,110
-42% -$46.5M 0.46% 54
2025
Q4 		$90.7M Buy
+158,274
New +$88M 0.66% 20
2025
Q3 		– Sell
-225,967
Closed -$87.7M – 724
2025
Q2 		$87.7M Buy
225,967
+187,350
+485% +$62.4M 0.66% 26
2025
Q1 		$12.7M Buy
+38,617
New +$13.8M 0.13% 208

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

Freestone Grove Partners's CAT Position: Q2 2026 in Review

Freestone Grove Partners reduced its Caterpillar (CAT) stake by 50% in Q2 2026, selling an estimated $39.6M and leaving 46,029 shares worth $49M. The position accounts for 0.31% of the portfolio, ranked #89.

Freestone Grove Partners first reported a position in CAT in Q1 2025 and has held it in 5 quarters since. The position peaked at $90.7M in Q4 2025. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Freestone Grove Partners held 46,029 shares of Caterpillar worth $49M as of Q2 2026.
  • Freestone Grove Partners sold 45,135 Caterpillar shares in Q2 2026, an estimated $39.6M.
  • Caterpillar made up 0.31% of Freestone Grove Partners's portfolio in Q2 2026, its #89 holding.
  • Freestone Grove Partners first reported a position in Caterpillar in Q1 2025 and has held it in 5 quarters since.
  • Freestone Grove Partners's Caterpillar position peaked at $90.7M in Q4 2025.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.