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Grove Bank & Trust’s Caterpillar CAT Stock Holding History

Grove Bank & Trust’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 		$1.76M Sell
1,654
-54
-3% -$47.4K 0.17% 85
2026
Q1 		$1.21M Sell
1,708
-68
-4% -$47.1K 0.14% 95
2025
Q4 		$1.02M Buy
1,776
+25
+1% +$13.9K 0.11% 115
2025
Q3 		$835K Hold
1,751
– – 0.1% 125
2025
Q2 		$680K Sell
1,751
-35
-2% -$11.7K 0.08% 141
2025
Q1 		$589K Buy
1,786
+400
+29% +$142K 0.08% 155
2024
Q4 		$503K Sell
1,386
-96
-6% -$37.2K 0.07% 154
2024
Q3 		$580K Sell
1,482
-43
-3% -$14.8K 0.09% 148
2024
Q2 		$508K Hold
1,525
– – 0.08% 147
2024
Q1 		$559K Hold
1,525
– – 0.09% 140
2023
Q4 		$451K Sell
1,525
-1
-0.1% -$259 0.08% 154
2023
Q3 		$417K Sell
1,526
-100
-6% -$27.1K 0.08% 154
2023
Q2 		$400K Buy
1,626
+17
+1% +$3.79K 0.08% 154
2023
Q1 		$368K Sell
1,609
-157
-9% -$38K 0.08% 167
2022
Q4 		$423K Buy
1,766
+14
+0.8% +$3.05K 0.09% 162
2022
Q3 		$287K Hold
1,752
– – 0.07% 179
2022
Q2 		$313K Sell
1,752
-53
-3% -$11.2K 0.07% 169
2022
Q1 		$402K Buy
1,805
+104
+6% +$21.8K 0.08% 164
2021
Q4 		$352K Hold
1,701
– – 0.07% 180
2021
Q3 		$327K Sell
1,701
-75
-4% -$15.6K 0.07% 182
2021
Q2 		$387K Sell
1,776
-5
-0.3% -$1.16K 0.08% 156
2021
Q1 		$413K Buy
+1,781
New +$369K 0.1% 148
2018
Q1 		– Sell
-626
Closed -$99K – 203
2017
Q4 		$99K Buy
626
+131
+26% +$18.2K 0.04% 220
2017
Q3 		$62K Buy
495
+200
+68% +$23K 0.03% 279
2017
Q2 		$32K Buy
295
+135
+84% +$13.7K 0.02% 318
2017
Q1 		$15K Hold
160
– – 0.01% 315
2016
Q4 		$15K Buy
+160
New +$14.5K 0.01% 339

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

Grove Bank & Trust's CAT Position: Q2 2026 in Review

Grove Bank & Trust reduced its Caterpillar (CAT) stake by 3.2% in Q2 2026, selling an estimated $47.4K and leaving 1,654 shares worth $1.76M. The position accounts for 0.17% of the portfolio, ranked #85.

Grove Bank & Trust first reported a position in CAT in Q4 2016 and has held it in 27 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Grove Bank & Trust held 1,654 shares of Caterpillar worth $1.76M as of Q2 2026.
  • Grove Bank & Trust sold 54 Caterpillar shares in Q2 2026, an estimated $47.4K.
  • Caterpillar made up 0.17% of Grove Bank & Trust's portfolio in Q2 2026, its #85 holding.
  • Grove Bank & Trust first reported a position in Caterpillar in Q4 2016 and has held it in 27 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Grove Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.