GC
CAT icon

Grimes & Company’s Caterpillar CAT Stock Holding History

Grimes & Company’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 		$5.63M Buy
5,291
+62
+1% +$54.5K 0.12% 111
2026
Q1 		$3.7M Buy
5,229
+289
+6% +$200K 0.1% 133
2025
Q4 		$2.83M Buy
4,940
+1,457
+42% +$810K 0.07% 165
2025
Q3 		$1.66M Buy
3,483
+165
+5% +$70.4K 0.04% 191
2025
Q2 		$1.29M Sell
3,318
-33
-1% -$11K 0.04% 194
2025
Q1 		$1.11M Sell
3,351
-3
-0.1% -$1.07K 0.03% 182
2024
Q4 		$1.22M Buy
3,354
+164
+5% +$63.6K 0.04% 183
2024
Q3 		$1.25M Buy
3,190
+16
+0.5% +$5.53K 0.03% 173
2024
Q2 		$1.06M Buy
3,174
+84
+3% +$29.1K 0.03% 173
2024
Q1 		$1.13M Sell
3,090
-1
-0% -$320 0.03% 168
2023
Q4 		$914K Buy
3,091
+710
+30% +$184K 0.03% 179
2023
Q3 		$650K Sell
2,381
-366
-13% -$99.3K 0.03% 186
2023
Q2 		$676K Sell
2,747
-1,420
-34% -$317K 0.02% 183
2023
Q1 		$954K Buy
4,167
+2,888
+226% +$698K 0.04% 159
2022
Q4 		$306K Buy
1,279
+5
+0.4% +$1.09K 0.01% 236
2022
Q3 		$209K Sell
1,274
-17
-1% -$3.1K 0.01% 252
2022
Q2 		$231K Buy
1,291
+117
+10% +$24.7K 0.01% 244
2022
Q1 		$262K Hold
1,174
– – 0.01% 252
2021
Q4 		$243K Sell
1,174
-293
-20% -$59K 0.01% 271
2021
Q3 		$282K Sell
1,467
-798
-35% -$166K 0.01% 247
2021
Q2 		$493K Buy
2,265
+400
+21% +$92.4K 0.02% 200
2021
Q1 		$432K Buy
1,865
+313
+20% +$64.8K 0.02% 197
2020
Q4 		$283K Hold
1,552
– – 0.01% 227
2020
Q3 		$232K Buy
+1,552
New +$218K 0.01% 226
2019
Q4 		– Sell
-1,820
Closed -$230K – 268
2019
Q3 		$230K Buy
1,820
+1
+0.1% +$127 0.02% 229
2019
Q2 		$248K Buy
+1,819
New +$240K 0.02% 218
2018
Q4 		– Sell
-1,485
Closed -$227K – 232
2018
Q3 		$227K Sell
1,485
-290
-16% -$41K 0.02% 218
2018
Q2 		$241K Buy
1,775
+100
+6% +$14.9K 0.02% 210
2018
Q1 		$247K Sell
1,675
-120
-7% -$18.9K 0.02% 202
2017
Q4 		$283K Hold
1,795
– – 0.03% 178
2017
Q3 		$224K Buy
+1,795
New +$207K 0.02% 187
2015
Q4 		– Sell
-3,215
Closed -$210K – 199
2015
Q3 		$210K Buy
3,215
+100
+3% +$7.65K 0.03% 174
2015
Q2 		$264K Sell
3,115
-127
-4% -$10.9K 0.04% 155
2015
Q1 		$259K Buy
3,242
+136
+4% +$11.3K 0.06% 132
2014
Q4 		$284K Sell
3,106
-113
-4% -$11K 0.07% 125
2014
Q3 		$319K Buy
3,219
+122
+4% +$12.9K 0.08% 115
2014
Q2 		$337K Buy
3,097
+37
+1% +$3.88K 0.09% 117
2014
Q1 		$304K Buy
3,060
+7
+0.2% +$660 0.09% 115
2013
Q4 		$277K Buy
3,053
+105
+4% +$8.96K 0.08% 108
2013
Q3 		$246K Buy
+2,948
New +$249K 0.08% 113

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Grimes & Company's CAT Position: Q2 2026 in Review

Grimes & Company increased its Caterpillar (CAT) stake by 1.2% in Q2 2026, buying an estimated $54.5K and bringing the position to 5,291 shares worth $5.63M. The position accounts for 0.12% of the portfolio, ranked #111.

Grimes & Company first reported a position in CAT in Q3 2013 and has held it in 40 quarters since. 1,873 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Grimes & Company held 5,291 shares of Caterpillar worth $5.63M as of Q2 2026.
  • Grimes & Company bought 62 Caterpillar shares in Q2 2026, an estimated $54.5K.
  • Caterpillar made up 0.12% of Grimes & Company's portfolio in Q2 2026, its #111 holding.
  • Grimes & Company first reported a position in Caterpillar in Q3 2013 and has held it in 40 quarters since.
  • 1,873 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.