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Griffith & Werner’s Caterpillar CAT Stock Holding History

Griffith & Werner’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 		$796K Sell
747
-13
-2% -$11.4K 0.37% 37
2026
Q1 		$539K Buy
760
+7
+0.9% +$4.85K 0.27% 42
2025
Q4 		$431K Buy
753
+3
+0.4% +$1.67K 0.22% 46
2025
Q3 		$428K Buy
+750
New +$320K 0.22% 46
2025
Q1 		$282K Hold
854
– – 0.18% 54
2024
Q4 		$310K Buy
+854
New +$331K 0.2% 52

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Griffith & Werner's CAT Position: Q2 2026 in Review

Griffith & Werner reduced its Caterpillar (CAT) stake by 1.7% in Q2 2026, selling an estimated $11.4K and leaving 747 shares worth $796K. The position accounts for 0.37% of the portfolio, ranked #37.

Griffith & Werner first reported a position in CAT in Q4 2024 and has held it in 6 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Griffith & Werner held 747 shares of Caterpillar worth $796K as of Q2 2026.
  • Griffith & Werner sold 13 Caterpillar shares in Q2 2026, an estimated $11.4K.
  • Caterpillar made up 0.37% of Griffith & Werner's portfolio in Q2 2026, its #37 holding.
  • Griffith & Werner first reported a position in Caterpillar in Q4 2024 and has held it in 6 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Griffith & Werner's 13F filing for Q2 2026, filed 30 Jul 2026.