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Granite Investment Partners’s Caterpillar CAT Stock Holding History

Granite Investment Partners’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 		$8.33M Buy
7,820
+135
+2% +$119K 0.43% 84
2026
Q1 		$5.44M Buy
7,685
+747
+11% +$517K 0.33% 103
2025
Q4 		$3.97M Buy
6,938
+49
+0.7% +$27.2K 0.24% 124
2025
Q3 		$3.29M Buy
6,889
+1,835
+36% +$783K 0.19% 129
2025
Q2 		$1.96M Buy
5,054
+1,125
+29% +$375K 0.1% 176
2025
Q1 		$1.3M Hold
3,929
– – 0.07% 200
2024
Q4 		$1.43M Hold
3,929
– – 0.06% 199
2024
Q3 		$1.54M Buy
3,929
+53
+1% +$18.3K 0.07% 189
2024
Q2 		$1.29M Hold
3,876
– – 0.05% 197
2024
Q1 		$1.42M Buy
3,876
+1,004
+35% +$321K 0.05% 200
2023
Q4 		$849K Buy
2,872
+330
+13% +$85.6K 0.03% 218
2023
Q3 		$694K Buy
+2,542
New +$690K 0.03% 226
2023
Q2 		– Sell
-5,702
Closed -$1.3M – 261
2023
Q1 		$1.3M Buy
5,702
+2,210
+63% +$534K 0.05% 204
2022
Q4 		$837K Sell
3,492
-1,785
-34% -$389K 0.03% 227
2022
Q3 		$866K Buy
5,277
+1,777
+51% +$325K 0.04% 220
2022
Q2 		$626K Buy
+3,500
New +$738K 0.03% 229

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

Granite Investment Partners's CAT Position: Q2 2026 in Review

Granite Investment Partners increased its Caterpillar (CAT) stake by 1.8% in Q2 2026, buying an estimated $119K and bringing the position to 7,820 shares worth $8.33M. The position accounts for 0.43% of the portfolio, ranked #84.

Granite Investment Partners first reported a position in CAT in Q2 2022 and has held it in 16 quarters since. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Granite Investment Partners held 7,820 shares of Caterpillar worth $8.33M as of Q2 2026.
  • Granite Investment Partners bought 135 Caterpillar shares in Q2 2026, an estimated $119K.
  • Caterpillar made up 0.43% of Granite Investment Partners's portfolio in Q2 2026, its #84 holding.
  • Granite Investment Partners first reported a position in Caterpillar in Q2 2022 and has held it in 16 quarters since.
  • 4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Granite Investment Partners's 13F filing for Q2 2026, filed 7 Aug 2026.