Great Diamond Partners’s Caterpillar CAT Stock Holding History

Great Diamond 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 Q3	$3.62M	Buy	4,464 +164	+4%	+$139K	0.61%	42
2026 Q2	$4.58M	Sell	4,300 -26	-0.6%	-$22.8K	0.79%	32
2026 Q1	$3.06M	Buy	4,326 +3,411	+373%	+$2.36M	0.59%	47
2025 Q4	$524K	Sell	915 -11	-1%	-$6.11K	0.1%	157
2025 Q3	$442K	Sell	926 -4	-0.4%	-$1.71K	0.09%	162
2025 Q2	$361K	Buy	+930	New	+$310K	0.08%	170
2025 Q1	–	Sell	-562	Closed	-$204K	–	184
2024 Q4	$204K	Buy	562 +33	+6%	+$12.8K	0.05%	182
2024 Q3	$207K	Buy	+529	New	+$183K	0.05%	190
2020 Q1	–	Sell	-257	Closed	-$37K	–	194
2019 Q4	$37K	Buy	+257	New	+$35.9K	0.01%	351

Other funds holding CAT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Great Diamond Partners's CAT Position: Q3 2026 in Review

Great Diamond Partners increased its Caterpillar (CAT) stake by 3.8% in Q3 2026, buying an estimated $139K and bringing the position to 4,464 shares worth $3.62M. The position accounts for 0.61% of the portfolio, ranked #42.

Great Diamond Partners first reported a position in CAT in Q4 2019 and has held it in 9 quarters since. The position peaked at $4.58M in Q2 2026. 2,734 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Great Diamond Partners held 4,464 shares of Caterpillar worth $3.62M as of Q3 2026.
Great Diamond Partners bought 164 Caterpillar shares in Q3 2026, an estimated $139K.
Caterpillar made up 0.61% of Great Diamond Partners's portfolio in Q3 2026, its #42 holding.
Great Diamond Partners first reported a position in Caterpillar in Q4 2019 and has held it in 9 quarters since.
Great Diamond Partners's Caterpillar position peaked at $4.58M in Q2 2026.
2,734 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Great Diamond Partners's 13F filing for Q3 2026, filed 13 Oct 2026.