GCM
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GKV Capital Management’s Caterpillar CAT Stock Holding History

GKV Capital Management’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 		$3M Buy
2,814
+2
+0.1% +$1.76K 0.97% 31
2026
Q1 		$1.99M Sell
2,812
-28
-1% -$19.4K 0.75% 40
2025
Q4 		$1.63M Hold
2,840
– – 0.61% 47
2025
Q3 		$1.36M Sell
2,840
-10
-0.4% -$4.27K 0.54% 46
2025
Q2 		$1.11M Sell
2,850
-380
-12% -$127K 0.49% 48
2025
Q1 		$1.07M Sell
3,230
-100
-3% -$35.6K 0.53% 45
2024
Q4 		$1.21M Buy
+3,330
New +$1.29M 0.49% 47

Other funds holding CAT

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

GKV Capital Management's CAT Position: Q2 2026 in Review

GKV Capital Management increased its Caterpillar (CAT) stake by 0.07% in Q2 2026, buying an estimated $1.76K and bringing the position to 2,814 shares worth $3M. The position accounts for 0.97% of the portfolio, ranked #31.

GKV Capital Management first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 2,114 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • GKV Capital Management held 2,814 shares of Caterpillar worth $3M as of Q2 2026.
  • GKV Capital Management bought 2 Caterpillar shares in Q2 2026, an estimated $1.76K.
  • Caterpillar made up 0.97% of GKV Capital Management's portfolio in Q2 2026, its #31 holding.
  • GKV Capital Management first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 2,114 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on GKV Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.