Garrison Point Advisors’s Caterpillar CAT Stock Holding History

Garrison Point Advisors’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	$2.9M	Sell	4,091 -327	-7%	-$226K	1.32%	17
2025 Q4	$2.53M	Sell	4,418 -260	-6%	-$145K	1.12%	18
2025 Q3	$2.23M	Sell	4,678 -137	-3%	-$58.5K	0.94%	24
2025 Q2	$1.87M	Sell	4,815 -175	-4%	-$58.3K	0.86%	30
2025 Q1	$1.65M	Sell	4,990 -115	-2%	-$41K	0.8%	36
2024 Q4	$1.85M	Sell	5,105 -45	-0.9%	-$17.5K	0.88%	28
2024 Q3	$2.01M	Sell	5,150 -30	-0.6%	-$10.4K	1.25%	19
2024 Q2	$1.73M	Buy	5,180 +45	+0.9%	+$15.6K	1.14%	25
2024 Q1	$1.88M	Buy	5,135 +25	+0.5%	+$7.99K	1.21%	22
2023 Q4	$1.51M	Sell	5,110 -45	-0.9%	-$11.7K	1.07%	28
2023 Q3	$1.41M	Sell	5,155 -195	-4%	-$52.9K	1.09%	25
2023 Q2	$1.32M	Hold	5,350	–	–	0.95%	29
2023 Q1	$1.22M	Sell	5,350 -5	-0.1%	-$1.21K	0.92%	32
2022 Q4	$1.28M	Sell	5,355 -15	-0.3%	-$3.27K	1.05%	30
2022 Q3	$881K	Hold	5,370	–	–	0.79%	40
2022 Q2	$960K	Hold	5,370	–	–	0.8%	39
2022 Q1	$1.2M	Hold	5,370	–	–	0.84%	38
2021 Q4	$1.11M	Hold	5,370	–	–	0.74%	45
2021 Q3	$1.03M	Buy	5,370 +100	+2%	+$20.8K	0.75%	42
2021 Q2	$1.15M	Sell	5,270 -20	-0.4%	-$4.62K	0.83%	38
2021 Q1	$1.23M	Sell	5,290 -15	-0.3%	-$3.1K	0.95%	33
2020 Q4	$966K	Sell	5,305 -150	-3%	-$25.4K	0.78%	45
2020 Q3	$814K	Sell	5,455 -158	-3%	-$22.2K	0.74%	46
2020 Q2	$710K	Buy	5,613 +58	+1%	+$6.88K	0.7%	51
2020 Q1	$645K	Sell	5,555 -335	-6%	-$42.8K	0.79%	51
2019 Q4	$870K	Hold	5,890	–	–	0.8%	51
2019 Q3	$744K	Hold	5,890	–	–	0.74%	53
2019 Q2	$803K	Sell	5,890 -50	-0.8%	-$6.61K	0.81%	46
2019 Q1	$805K	Hold	5,940	–	–	0.84%	43
2018 Q4	$755K	Buy	+5,940	New	+$773K	0.93%	42

Other funds holding CAT

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

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Garrison Point Advisors's CAT Position: Q1 2026 in Review

Garrison Point Advisors reduced its Caterpillar (CAT) stake by 7.4% in Q1 2026, selling an estimated $226K and leaving 4,091 shares worth $2.9M. The position accounts for 1.32% of the portfolio, ranked #17.

Garrison Point Advisors first reported a position in CAT in Q4 2018 and has held it in 30 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Garrison Point Advisors held 4,091 shares of Caterpillar worth $2.9M as of Q1 2026.
Garrison Point Advisors sold 327 Caterpillar shares in Q1 2026, an estimated $226K.
Caterpillar made up 1.32% of Garrison Point Advisors's portfolio in Q1 2026, its #17 holding.
Garrison Point Advisors first reported a position in Caterpillar in Q4 2018 and has held it in 30 quarters since.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Garrison Point Advisors's 13F filing for Q1 2026, filed 13 May 2026.