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Steel Grove Capital Advisors’s Caterpillar CAT Stock Holding History

Steel Grove Capital Advisors’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 		$273K Buy
+256
New +$225K 0.03% 189
2024
Q2 		– Sell
-1,135
Closed -$416K – 178
2024
Q1 		$416K Sell
1,135
-74
-6% -$23.7K 0.06% 138
2023
Q4 		$358K Sell
1,209
-45
-4% -$11.7K 0.05% 127
2023
Q3 		$342K Sell
1,254
-34
-3% -$9.22K 0.05% 134
2023
Q2 		$317K Buy
1,288
+1
+0.1% +$223 0.04% 137
2023
Q1 		$295K Buy
+1,287
New +$311K 0.04% 139
2016
Q3 		– Sell
-54,972
Closed -$4.17M – 204
2016
Q2 		$4.17M Buy
54,972
+852
+2% +$63.8K 1.03% 37
2016
Q1 		$4.14M Buy
54,120
+39,390
+267% +$2.64M 1.05% 30
2015
Q4 		$1M Sell
14,730
-32,238
-69% -$2.25M 0.25% 86
2015
Q3 		$3.07M Sell
46,968
-12,008
-20% -$918K 0.77% 54
2015
Q2 		$5M Buy
58,976
+1,403
+2% +$121K 1.11% 37
2015
Q1 		$4.61M Buy
+57,573
New +$4.78M 1.04% 50

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Steel Grove Capital Advisors's CAT Position: Q2 2026 in Review

Steel Grove Capital Advisors opened a new position in Caterpillar (CAT) in Q2 2026: 256 shares worth $273K. The stake represents 0.03% of the portfolio and ranks #189 among its holdings. This is a return to the name: Steel Grove Capital Advisors previously reported a position in CAT as recently as Q1 2024.

Steel Grove Capital Advisors first reported a position in CAT in Q1 2015 and has held it in 12 quarters since. The position peaked at $5M in Q2 2015. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Steel Grove Capital Advisors held 256 shares of Caterpillar worth $273K as of Q2 2026.
  • Caterpillar was a new Steel Grove Capital Advisors position in Q2 2026.
  • Caterpillar made up 0.03% of Steel Grove Capital Advisors's portfolio in Q2 2026, its #189 holding.
  • Steel Grove Capital Advisors first reported a position in Caterpillar in Q1 2015 and has held it in 12 quarters since.
  • Steel Grove Capital Advisors's Caterpillar position peaked at $5M in Q2 2015.
  • 4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.