Grandview Asset Management’s Caterpillar CAT Stock Holding History

Grandview Asset 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 Q1	$2.06M	Sell	2,862 -19	-0.7%	-$13.2K	0.6%	35
2025 Q4	$1.65M	Sell	2,881 -114	-4%	-$63.4K	0.45%	45
2025 Q3	$1.43M	Buy	2,995 +630	+27%	+$269K	0.4%	44
2025 Q2	$918K	Sell	2,365 -22	-0.9%	-$7.33K	0.29%	56
2025 Q1	$787K	Buy	2,387 +174	+8%	+$62K	0.3%	58
2024 Q4	$803K	Buy	+2,213	New	+$858K	0.29%	57
2024 Q2	–	Sell	-2,337	Closed	-$857K	–	63
2024 Q1	$857K	Sell	2,337 -46	-2%	-$14.7K	0.39%	51
2023 Q4	$704K	Sell	2,383 -78	-3%	-$20.2K	0.37%	57
2023 Q3	$672K	Buy	+2,461	New	+$668K	0.39%	58
2023 Q2	–	Sell	-2,966	Closed	-$679K	–	70
2023 Q1	$679K	Sell	2,966 -284	-9%	-$68.7K	0.4%	59
2022 Q4	$779K	Sell	3,250 -211	-6%	-$45.9K	0.49%	51
2022 Q3	$568K	Sell	3,461 -394	-10%	-$72K	0.36%	62
2022 Q2	$689K	Sell	3,855 -783	-17%	-$165K	0.39%	58
2022 Q1	$1.03M	Buy	4,638 +205	+5%	+$43K	0.44%	56
2021 Q4	$916K	Buy	+4,433	New	+$893K	0.37%	61
2021 Q3	–	Sell	-2,406	Closed	-$524K	–	73
2021 Q2	$524K	Buy	2,406 +2,292	+2,011%	+$529K	0.29%	69
2021 Q1	$26K	Buy	+114	New	+$23.6K	0.01%	258

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

Grandview Asset Management's CAT Position: Q1 2026 in Review

Grandview Asset Management reduced its Caterpillar (CAT) stake by 0.66% in Q1 2026, selling an estimated $13.2K and leaving 2,862 shares worth $2.06M. The position accounts for 0.6% of the portfolio, ranked #35.

Grandview Asset Management first reported a position in CAT in Q1 2021 and has held it in 17 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Grandview Asset Management held 2,862 shares of Caterpillar worth $2.06M as of Q1 2026.
Grandview Asset Management sold 19 Caterpillar shares in Q1 2026, an estimated $13.2K.
Caterpillar made up 0.6% of Grandview Asset Management's portfolio in Q1 2026, its #35 holding.
Grandview Asset Management first reported a position in Caterpillar in Q1 2021 and has held it in 17 quarters since.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Grandview Asset Management's 13F filing for Q1 2026, filed 7 May 2026.