GK
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Graney & King’s Caterpillar CAT Stock Holding History

Graney & King’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 		$323K Buy
303
+1
+0.3% +$878 0.12% 58
2026
Q1 		$214K Sell
302
-6
-2% -$4.16K 0.12% 63
2025
Q4 		$176K Buy
308
+1
+0.3% +$556 0.1% 68
2025
Q3 		$146K Sell
307
-4
-1% -$1.71K 0.1% 76
2025
Q2 		$121K Buy
311
+1
+0.3% +$333 0.08% 80
2025
Q1 		$102K Buy
310
+2
+0.6% +$712 0.08% 79
2024
Q4 		$112K Buy
+308
New +$119K 0.08% 80

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

Graney & King's CAT Position: Q2 2026 in Review

Graney & King increased its Caterpillar (CAT) stake by 0.33% in Q2 2026, buying an estimated $878 and bringing the position to 303 shares worth $323K. The position accounts for 0.12% of the portfolio, ranked #58.

Graney & King first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Graney & King held 303 shares of Caterpillar worth $323K as of Q2 2026.
  • Graney & King bought 1 Caterpillar share in Q2 2026, an estimated $878.
  • Caterpillar made up 0.12% of Graney & King's portfolio in Q2 2026, its #58 holding.
  • Graney & King first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

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