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 Q2	$3.06M	Buy	2,905 +43	+2%	+$37.8K	0.76%	30
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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Grandview Asset Management's CAT Position: Q2 2026 in Review

Grandview Asset Management increased its Caterpillar (CAT) stake by 1.5% in Q2 2026, buying an estimated $37.8K and bringing the position to 2,905 shares worth $3.06M. The position accounts for 0.76% of the portfolio, ranked #30.

Grandview Asset Management first reported a position in CAT in Q1 2021 and has held it in 18 quarters since. 4,047 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Grandview Asset Management held 2,905 shares of Caterpillar worth $3.06M as of Q2 2026.
Grandview Asset Management bought 43 Caterpillar shares in Q2 2026, an estimated $37.8K.
Caterpillar made up 0.76% of Grandview Asset Management's portfolio in Q2 2026, its #30 holding.
Grandview Asset Management first reported a position in Caterpillar in Q1 2021 and has held it in 18 quarters since.
4,047 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Grandview Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.