General Partner Inc’s Caterpillar CAT Stock Holding History

General Partner Inc’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	$801K	Hold	752	–	–	0.43%	51
2026 Q1	$533K	Hold	752	–	–	0.32%	53
2025 Q4	$431K	Hold	752	–	–	0.24%	59
2025 Q3	$359K	Hold	752	–	–	0.2%	68
2025 Q2	$292K	Hold	752	–	–	0.17%	75
2025 Q1	$248K	Hold	752	–	–	0.16%	78
2024 Q4	$273K	Hold	752	–	–	0.16%	75
2024 Q3	$294K	Hold	752	–	–	0.18%	72
2024 Q2	$250K	Hold	752	–	–	0.16%	74
2024 Q1	$276K	Buy	752 +334	+80%	+$107K	0.17%	75
2023 Q4	$124K	Hold	418	–	–	0.1%	73
2023 Q3	$114K	Hold	418	–	–	0.1%	78
2023 Q2	$103K	Hold	418	–	–	0.09%	83
2023 Q1	$95.1K	Buy	418 +27	+7%	+$6.53K	0.08%	84
2022 Q4	$93.7K	Buy	+391	New	+$85.1K	0.09%	82

Other funds holding CAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

General Partner Inc's CAT Position: Q2 2026 in Review

General Partner Inc held its Caterpillar (CAT) position steady in Q2 2026 at 752 shares worth $801K. The position accounts for 0.43% of the portfolio, ranked #51.

General Partner Inc first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. 837 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

General Partner Inc held 752 shares of Caterpillar worth $801K as of Q2 2026.
General Partner Inc left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.43% of General Partner Inc's portfolio in Q2 2026, its #51 holding.
General Partner Inc first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
837 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on General Partner Inc's 13F filing for Q2 2026, filed 6 Jul 2026.