GP
CAT icon

Gallo Partners’s Caterpillar CAT Stock Holding History

Gallo 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 		$2.96M Sell
2,779
-295
-10% -$259K 6.56% 3
2026
Q1 		$2.18M Sell
3,074
-3,066
-50% -$2.12M 4.16% 7
2025
Q4 		$3.52M Sell
6,140
-4,686
-43% -$2.6M 3.1% 16
2025
Q3 		$5.17M Buy
+10,826
New +$4.62M 3.85% 1

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

Gallo Partners's CAT Position: Q2 2026 in Review

Gallo Partners reduced its Caterpillar (CAT) stake by 9.6% in Q2 2026, selling an estimated $259K and leaving 2,779 shares worth $2.96M. The position accounts for 6.56% of the portfolio, ranked #3.

Gallo Partners first reported a position in CAT in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.17M in Q3 2025. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Gallo Partners held 2,779 shares of Caterpillar worth $2.96M as of Q2 2026.
  • Gallo Partners sold 295 Caterpillar shares in Q2 2026, an estimated $259K.
  • Caterpillar made up 6.56% of Gallo Partners's portfolio in Q2 2026, its #3 holding.
  • Gallo Partners first reported a position in Caterpillar in Q3 2025 and has held it in 4 quarters since.
  • Gallo Partners's Caterpillar position peaked at $5.17M in Q3 2025.
  • 4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Gallo Partners's 13F filing for Q2 2026, filed 13 Aug 2026.