FGP
CAT icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
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

Freestone Grove Partners's CAT Position: Q1 2026 in Review

Freestone Grove Partners reduced its Caterpillar (CAT) stake by 42% in Q1 2026, selling an estimated $46.5M and leaving 91,164 shares worth $64.6M. The position accounts for 0.46% of the portfolio, ranked #54.

Freestone Grove Partners first reported a position in CAT in Q1 2025 and has held it in 4 quarters since. The position peaked at $90.7M in Q4 2025. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Freestone Grove Partners held 91,164 shares of Caterpillar worth $64.6M as of Q1 2026.
  • Freestone Grove Partners sold 67,110 Caterpillar shares in Q1 2026, an estimated $46.5M.
  • Caterpillar made up 0.46% of Freestone Grove Partners's portfolio in Q1 2026, its #54 holding.
  • Freestone Grove Partners first reported a position in Caterpillar in Q1 2025 and has held it in 4 quarters since.
  • Freestone Grove Partners's Caterpillar position peaked at $90.7M in Q4 2025.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Freestone Grove Partners's 13F filing for Q1 2026, filed 15 May 2026.