Greenline Partners’s Caterpillar CAT Stock Holding History

Greenline 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	$1.32M	Hold	1,242	–	–	0.13%	93
2026 Q1	$880K	Hold	1,242	–	–	0.09%	104
2025 Q4	$712K	Hold	1,242	–	–	0.08%	112
2025 Q3	$593K	Hold	1,242	–	–	0.07%	113
2025 Q2	$482K	Hold	1,242	–	–	0.07%	114
2025 Q1	$410K	Buy	1,242 +37	+3%	+$13.2K	0.06%	117
2024 Q4	$437K	Hold	1,205	–	–	0.06%	110
2024 Q3	$471K	Hold	1,205	–	–	0.07%	113
2024 Q2	$397K	Hold	1,205	–	–	0.06%	109
2024 Q1	$442K	Hold	1,205	–	–	0.07%	99
2023 Q4	$356K	Hold	1,205	–	–	0.06%	106
2023 Q3	$329K	Hold	1,205	–	–	0.06%	99
2023 Q2	$296K	Hold	1,205	–	–	0.06%	103
2023 Q1	$276K	Hold	1,205	–	–	0.05%	118
2022 Q4	$289K	Buy	+1,205	New	+$262K	0.06%	118
2022 Q3	–	Sell	-1,205	Closed	-$215K	–	130
2022 Q2	$215K	Hold	1,205	–	–	0.05%	114
2022 Q1	$268K	Hold	1,205	–	–	0.05%	109
2021 Q4	$249K	Hold	1,205	–	–	0.05%	115
2021 Q3	$231K	Sell	1,205 -9	-0.7%	-$1.87K	0.05%	105
2021 Q2	$264K	Hold	1,214	–	–	0.05%	102
2021 Q1	$281K	Hold	1,214	–	–	0.06%	96
2020 Q4	$221K	Buy	+1,214	New	+$206K	0.05%	106

Other funds holding CAT

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Greenline Partners's CAT Position: Q2 2026 in Review

Greenline Partners held its Caterpillar (CAT) position steady in Q2 2026 at 1,242 shares worth $1.32M. The position accounts for 0.13% of the portfolio, ranked #93.

Greenline Partners first reported a position in CAT in Q4 2020 and has held it in 22 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Greenline Partners held 1,242 shares of Caterpillar worth $1.32M as of Q2 2026.
Greenline Partners left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.13% of Greenline Partners's portfolio in Q2 2026, its #93 holding.
Greenline Partners first reported a position in Caterpillar in Q4 2020 and has held it in 22 quarters since.
4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Greenline Partners's 13F filing for Q2 2026, filed 14 Aug 2026.