Granite FO LLC’s Caterpillar CAT Stock Holding History

Granite FO LLC’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	$729K	Hold	685	–	–	0.39%	27
2026 Q1	$485K	Hold	685	–	–	0.29%	30
2025 Q4	$392K	Hold	685	–	–	0.21%	38
2025 Q3	$327K	Hold	685	–	–	0.18%	39
2025 Q2	$266K	Hold	685	–	–	0.15%	41
2025 Q1	$226K	Hold	685	–	–	0.13%	45
2024 Q4	$248K	Hold	685	–	–	0.14%	43
2024 Q3	$268K	Hold	685	–	–	0.15%	42
2024 Q2	$228K	Hold	685	–	–	0.15%	47
2024 Q1	$239K	Hold	685	–	–	0.14%	49
2023 Q4	$203K	Hold	685	–	–	0.14%	52
2023 Q3	$187K	Buy	685 +85	+14%	+$23.1K	0.13%	53
2023 Q2	$148K	Sell	600 -2,400	-80%	-$535K	0.1%	58
2023 Q1	$656K	Buy	+3,000	New	+$725K	0.4%	35

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Granite FO LLC's CAT Position: Q2 2026 in Review

Granite FO LLC held its Caterpillar (CAT) position steady in Q2 2026 at 685 shares worth $729K. The position accounts for 0.39% of the portfolio, ranked #27.

Granite FO LLC first reported a position in CAT in Q1 2023 and has held it in 14 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Granite FO LLC held 685 shares of Caterpillar worth $729K as of Q2 2026.
Granite FO LLC left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.39% of Granite FO LLC's portfolio in Q2 2026, its #27 holding.
Granite FO LLC first reported a position in Caterpillar in Q1 2023 and has held it in 14 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Granite FO LLC's 13F filing for Q2 2026, filed 15 Jul 2026.