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Gryphon Financial Partners’s Caterpillar CAT Stock Holding History

Gryphon Financial 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
Q1 		$2.89M Buy
4,082
+786
+24% +$544K 0.3% 58
2025
Q4 		$1.89M Buy
3,296
+480
+17% +$267K 0.2% 69
2025
Q3 		$1.34M Buy
2,816
+116
+4% +$49.5K 0.15% 91
2025
Q2 		$1.05M Buy
2,700
+300
+13% +$100K 0.14% 102
2025
Q1 		$791K Buy
2,400
+524
+28% +$187K 0.11% 117
2024
Q4 		$680K Sell
1,876
-110
-6% -$42.7K 0.1% 121
2024
Q3 		$777K Buy
1,986
+109
+6% +$37.6K 0.11% 118
2024
Q2 		$625K Buy
1,877
+431
+30% +$149K 0.09% 135
2024
Q1 		$530K Sell
1,446
-50
-3% -$16K 0.09% 148
2023
Q4 		$420K Buy
1,496
+92
+7% +$23.9K 0.07% 167
2023
Q3 		$383K Buy
1,404
+24
+2% +$6.51K 0.09% 117
2023
Q2 		$340K Buy
1,380
+343
+33% +$76.5K 0.07% 136
2023
Q1 		$237K Buy
1,037
+14
+1% +$3.38K 0.05% 177
2022
Q4 		$245K Buy
+1,023
New +$223K 0.06% 169
2022
Q2 		– Sell
-1,023
Closed -$228K – 243
2022
Q1 		$228K Buy
+1,023
New +$215K 0.05% 178
2018
Q3 		– Sell
-622
Closed -$84K – 260
2018
Q2 		$84K Sell
622
-27
-4% -$4.03K 0.04% 147
2018
Q1 		$96K Sell
649
-141
-18% -$22.3K 0.05% 144
2017
Q4 		$124K Buy
+790
New +$110K 0.07% 119

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gryphon Financial Partners's CAT Position: Q1 2026 in Review

Gryphon Financial Partners increased its Caterpillar (CAT) stake by 24% in Q1 2026, buying an estimated $544K and bringing the position to 4,082 shares worth $2.89M. The position accounts for 0.3% of the portfolio, ranked #58.

Gryphon Financial Partners first reported a position in CAT in Q4 2017 and has held it in 18 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Gryphon Financial Partners held 4,082 shares of Caterpillar worth $2.89M as of Q1 2026.
  • Gryphon Financial Partners bought 786 Caterpillar shares in Q1 2026, an estimated $544K.
  • Caterpillar made up 0.3% of Gryphon Financial Partners's portfolio in Q1 2026, its #58 holding.
  • Gryphon Financial Partners first reported a position in Caterpillar in Q4 2017 and has held it in 18 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Gryphon Financial Partners's 13F filing for Q1 2026, filed 6 May 2026.