GD
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Grandfield & Dodd’s Caterpillar CAT Stock Holding History

Grandfield & Dodd’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 		$793K Hold
745
– – 0.04% 128
2026
Q1 		$528K Sell
745
-75
-9% -$51.9K 0.03% 146
2025
Q4 		$470K Buy
820
+133
+19% +$73.9K 0.03% 144
2025
Q3 		$328K Hold
687
– – 0.02% 174
2025
Q2 		$267K Buy
+687
New +$229K 0.02% 183

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

Grandfield & Dodd's CAT Position: Q2 2026 in Review

Grandfield & Dodd held its Caterpillar (CAT) position steady in Q2 2026 at 745 shares worth $793K. The position accounts for 0.04% of the portfolio, ranked #128.

Grandfield & Dodd first reported a position in CAT in Q2 2025 and has held it in 5 quarters since. 4,058 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Grandfield & Dodd held 745 shares of Caterpillar worth $793K as of Q2 2026.
  • Grandfield & Dodd left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.04% of Grandfield & Dodd's portfolio in Q2 2026, its #128 holding.
  • Grandfield & Dodd first reported a position in Caterpillar in Q2 2025 and has held it in 5 quarters since.
  • 4,058 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Grandfield & Dodd's 13F filing for Q2 2026, filed 7 Aug 2026.