Granville Capital’s Caterpillar CAT Stock Holding History

Granville Capital’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	$351K	Buy	330 +30	+10%	+$26.4K	0.16%	57
2026 Q1	$213K	Buy	+300	New	+$208K	0.11%	77

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Granville Capital's CAT Position: Q2 2026 in Review

Granville Capital increased its Caterpillar (CAT) stake by 10% in Q2 2026, buying an estimated $26.4K and bringing the position to 330 shares worth $351K. The position accounts for 0.16% of the portfolio, ranked #57.

Granville Capital first reported a position in CAT in Q1 2026 and has held it in 2 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Granville Capital held 330 shares of Caterpillar worth $351K as of Q2 2026.
Granville Capital bought 30 Caterpillar shares in Q2 2026, an estimated $26.4K.
Caterpillar made up 0.16% of Granville Capital's portfolio in Q2 2026, its #57 holding.
Granville Capital first reported a position in Caterpillar in Q1 2026 and has held it in 2 quarters since.
4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Granville Capital's 13F filing for Q2 2026, filed 11 Aug 2026.