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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Granite Investment Partners's CAT Position: Q1 2026 in Review

Granite Investment Partners increased its Caterpillar (CAT) stake by 11% in Q1 2026, buying an estimated $517K and bringing the position to 7,685 shares worth $5.44M. The position accounts for 0.33% of the portfolio, ranked #103.

Granite Investment Partners first reported a position in CAT in Q2 2022 and has held it in 15 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Granite Investment Partners held 7,685 shares of Caterpillar worth $5.44M as of Q1 2026.
Granite Investment Partners bought 747 Caterpillar shares in Q1 2026, an estimated $517K.
Caterpillar made up 0.33% of Granite Investment Partners's portfolio in Q1 2026, its #103 holding.
Granite Investment Partners first reported a position in Caterpillar in Q2 2022 and has held it in 15 quarters since.
3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Granite Investment Partners's 13F filing for Q1 2026, filed 30 Apr 2026.