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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Grandfield & Dodd's CAT Position: Q1 2026 in Review

Grandfield & Dodd reduced its Caterpillar (CAT) stake by 9.1% in Q1 2026, selling an estimated $51.9K and leaving 745 shares worth $528K. The position accounts for 0.03% of the portfolio, ranked #146.

Grandfield & Dodd first reported a position in CAT in Q2 2025 and has held it in 4 quarters since. 3,736 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Grandfield & Dodd held 745 shares of Caterpillar worth $528K as of Q1 2026.
  • Grandfield & Dodd sold 75 Caterpillar shares in Q1 2026, an estimated $51.9K.
  • Caterpillar made up 0.03% of Grandfield & Dodd's portfolio in Q1 2026, its #146 holding.
  • Grandfield & Dodd first reported a position in Caterpillar in Q2 2025 and has held it in 4 quarters since.
  • 3,736 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Grandfield & Dodd's 13F filing for Q1 2026, filed 7 May 2026.