Grant Private Wealth Management’s Caterpillar CAT Stock Holding History

Grant Private Wealth Management’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	$1.83M	Buy	1,720 +121	+8%	+$106K	0.77%	23
2026 Q1	$1.13M	Buy	1,599 +242	+18%	+$168K	0.6%	35
2025 Q4	$777K	Sell	1,357 -48	-3%	-$26.7K	0.47%	42
2025 Q3	$670K	Buy	1,405 +571	+68%	+$244K	0.41%	53
2025 Q2	$324K	Sell	834 -390	-32%	-$130K	0.18%	53
2025 Q1	$404K	Buy	1,224 +387	+46%	+$138K	0.44%	65
2024 Q4	$304K	Buy	+837	New	+$325K	0.33%	82

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

Grant Private Wealth Management's CAT Position: Q2 2026 in Review

Grant Private Wealth Management increased its Caterpillar (CAT) stake by 7.6% in Q2 2026, buying an estimated $106K and bringing the position to 1,720 shares worth $1.83M. The position accounts for 0.77% of the portfolio, ranked #23.

Grant Private Wealth Management first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Grant Private Wealth Management held 1,720 shares of Caterpillar worth $1.83M as of Q2 2026.
Grant Private Wealth Management bought 121 Caterpillar shares in Q2 2026, an estimated $106K.
Caterpillar made up 0.77% of Grant Private Wealth Management's portfolio in Q2 2026, its #23 holding.
Grant Private Wealth Management first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.