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 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

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

Great Diamond Partners's CAT Position: Q2 2026 in Review

Great Diamond Partners reduced its Caterpillar (CAT) stake by 0.6% in Q2 2026, selling an estimated $22.8K and leaving 4,300 shares worth $4.58M. The position accounts for 0.79% of the portfolio, ranked #32.

Great Diamond Partners first reported a position in CAT in Q4 2019 and has held it in 8 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Great Diamond Partners held 4,300 shares of Caterpillar worth $4.58M as of Q2 2026.
Great Diamond Partners sold 26 Caterpillar shares in Q2 2026, an estimated $22.8K.
Caterpillar made up 0.79% of Great Diamond Partners's portfolio in Q2 2026, its #32 holding.
Great Diamond Partners first reported a position in Caterpillar in Q4 2019 and has held it in 8 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.