CH
CAT icon

CDKV Holdings’s Caterpillar CAT Stock Holding History

CDKV Holdings’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 		$188K Hold
177
– – 0.15% 75
2026
Q1 		$125K Sell
177
-10
-5% -$6.93K 0.11% 91
2025
Q4 		$107K Buy
+187
New +$104K 0.09% 102

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
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
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

CDKV Holdings's CAT Position: Q2 2026 in Review

CDKV Holdings held its Caterpillar (CAT) position steady in Q2 2026 at 177 shares worth $188K. The position accounts for 0.15% of the portfolio, ranked #75.

CDKV Holdings first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 1,965 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • CDKV Holdings held 177 shares of Caterpillar worth $188K as of Q2 2026.
  • CDKV Holdings left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.15% of CDKV Holdings's portfolio in Q2 2026, its #75 holding.
  • CDKV Holdings first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 1,965 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on CDKV Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.