Adams Diversified Equity Fund’s Caterpillar CAT Stock Holding History

Adams Diversified Equity Fund’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	$34.1M	Buy	+32,000	New	+$28.1M	1.04%	25
2022 Q3	–	Sell	-115,100	Closed	-$20.6M	–	94
2022 Q2	$20.6M	Hold	115,100	–	–	0.98%	33
2022 Q1	$25.6M	Hold	115,100	–	–	1.02%	32
2021 Q4	$23.8M	Hold	115,100	–	–	0.9%	33
2021 Q3	$22.1M	Sell	115,100 -11,700	-9%	-$2.44M	0.87%	38
2021 Q2	$27.6M	Hold	126,800	–	–	1.09%	25
2021 Q1	$29.4M	Hold	126,800	–	–	1.26%	19
2020 Q4	$23.1M	Buy	126,800 +32,700	+35%	+$5.55M	1.04%	33
2020 Q3	$14M	Hold	94,100	–	–	0.69%	60
2020 Q2	$11.9M	Hold	94,100	–	–	0.63%	64
2020 Q1	$10.9M	Hold	94,100	–	–	0.69%	65
2019 Q4	$13.9M	Buy	+94,100	New	+$13.1M	0.72%	63
2018 Q4	–	Sell	-98,000	Closed	-$14.9M	–	217
2018 Q3	$14.9M	Sell	98,000 -41,100	-30%	-$5.81M	0.74%	53
2018 Q2	$18.9M	Buy	+139,100	New	+$20.8M	1%	41
2014 Q1	–	Sell	-102,000	Closed	-$9.26M	–	87
2013 Q4	$9.26M	Sell	102,000 -18,000	-15%	-$1.54M	0.66%	65
2013 Q3	$10M	Hold	120,000	–	–	0.76%	58
2013 Q2	$9.9M	Buy	+120,000	New	+$10.2M	0.79%	56

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Adams Diversified Equity Fund's CAT Position: Q2 2026 in Review

Adams Diversified Equity Fund opened a new position in Caterpillar (CAT) in Q2 2026: 32,000 shares worth $34.1M. The stake represents 1.04% of the portfolio and ranks #25 among its holdings. This is a return to the name: Adams Diversified Equity Fund previously reported a position in CAT as recently as Q2 2022.

Adams Diversified Equity Fund first reported a position in CAT in Q2 2013 and has held it in 17 quarters since. 4,042 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Adams Diversified Equity Fund held 32,000 shares of Caterpillar worth $34.1M as of Q2 2026.
Caterpillar was a new Adams Diversified Equity Fund position in Q2 2026.
Caterpillar made up 1.04% of Adams Diversified Equity Fund's portfolio in Q2 2026, its #25 holding.
Adams Diversified Equity Fund first reported a position in Caterpillar in Q2 2013 and has held it in 17 quarters since.
4,042 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Adams Diversified Equity Fund's 13F filing for Q2 2026, filed 22 Jul 2026.