GK
CAT icon

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
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 $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

Graney & King's CAT Position: Q1 2026 in Review

Graney & King reduced its Caterpillar (CAT) stake by 1.9% in Q1 2026, selling an estimated $4.16K and leaving 302 shares worth $214K. The position accounts for 0.12% of the portfolio, ranked #63.

Graney & King first reported a position in CAT in Q4 2024 and has held it in 6 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Graney & King held 302 shares of Caterpillar worth $214K as of Q1 2026.
  • Graney & King sold 6 Caterpillar shares in Q1 2026, an estimated $4.16K.
  • Caterpillar made up 0.12% of Graney & King's portfolio in Q1 2026, its #63 holding.
  • Graney & King first reported a position in Caterpillar in Q4 2024 and has held it in 6 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Graney & King's 13F filing for Q1 2026, filed 18 May 2026.