DBRC
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D.B. Root & Company’s Caterpillar CAT Stock Holding History

D.B. Root & Company’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 		$850K Sell
798
-32
-4% -$28.1K 0.18% 83
2026
Q1 		$588K Sell
830
-74
-8% -$51.3K 0.14% 101
2025
Q4 		$518K Buy
904
+11
+1% +$6.11K 0.13% 103
2025
Q3 		$426K Buy
893
+62
+7% +$26.5K 0.11% 120
2025
Q2 		$323K Sell
831
-120
-13% -$40K 0.1% 144
2025
Q1 		$314K Sell
951
-7
-0.7% -$2.49K 0.1% 131
2024
Q4 		$348K Buy
958
+14
+1% +$5.43K 0.11% 131
2024
Q3 		$369K Buy
944
+76
+9% +$26.2K 0.12% 121
2024
Q2 		$289K Buy
868
+124
+17% +$43K 0.1% 160
2024
Q1 		$273K Buy
+744
New +$238K 0.09% 154
2021
Q2 		– Sell
-877
Closed -$203K – 206
2021
Q1 		$203K Buy
+877
New +$182K 0.08% 201

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

D.B. Root & Company's CAT Position: Q2 2026 in Review

D.B. Root & Company reduced its Caterpillar (CAT) stake by 3.9% in Q2 2026, selling an estimated $28.1K and leaving 798 shares worth $850K. The position accounts for 0.18% of the portfolio, ranked #83.

D.B. Root & Company first reported a position in CAT in Q1 2021 and has held it in 11 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • D.B. Root & Company held 798 shares of Caterpillar worth $850K as of Q2 2026.
  • D.B. Root & Company sold 32 Caterpillar shares in Q2 2026, an estimated $28.1K.
  • Caterpillar made up 0.18% of D.B. Root & Company's portfolio in Q2 2026, its #83 holding.
  • D.B. Root & Company first reported a position in Caterpillar in Q1 2021 and has held it in 11 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on D.B. Root & Company's 13F filing for Q2 2026, filed 13 Aug 2026.