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Borer Denton & Associates’s Caterpillar CAT Stock Holding History

Borer Denton & Associates’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 		$589K Hold
553
– – 0.19% 53
2026
Q1 		$392K Hold
553
– – 0.14% 54
2025
Q4 		$317K Hold
553
– – 0.11% 55
2025
Q3 		$264K Hold
553
– – 0.09% 57
2025
Q2 		$215K Buy
+553
New +$184K 0.07% 57
2025
Q1 		– Sell
-553
Closed -$201K – 60
2024
Q4 		$201K Hold
553
– – 0.07% 60
2024
Q3 		$216K Buy
+553
New +$191K 0.07% 60
2024
Q2 		– Sell
-890
Closed -$326K – 57
2024
Q1 		$326K Buy
890
+78
+10% +$24.9K 0.12% 49
2023
Q4 		$240K Hold
812
– – 0.09% 57
2023
Q3 		$222K Buy
+812
New +$220K 0.09% 59

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

Borer Denton & Associates's CAT Position: Q2 2026 in Review

Borer Denton & Associates held its Caterpillar (CAT) position steady in Q2 2026 at 553 shares worth $589K. The position accounts for 0.19% of the portfolio, ranked #53.

Borer Denton & Associates first reported a position in CAT in Q3 2023 and has held it in 10 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Borer Denton & Associates held 553 shares of Caterpillar worth $589K as of Q2 2026.
  • Borer Denton & Associates left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.19% of Borer Denton & Associates's portfolio in Q2 2026, its #53 holding.
  • Borer Denton & Associates first reported a position in Caterpillar in Q3 2023 and has held it in 10 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Borer Denton & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.