DLCIG
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D.L. Carlson Investment Group’s Caterpillar CAT Stock Holding History

D.L. Carlson Investment Group’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 		$206K Buy
+193
New +$170K 0.03% 131
2025
Q2 		– Sell
-6,205
Closed -$2.05M – 131
2025
Q1 		$2.05M Sell
6,205
-792
-11% -$282K 0.39% 73
2024
Q4 		$2.54M Sell
6,997
-85
-1% -$33K 0.45% 63
2024
Q3 		$2.77M Buy
+7,082
New +$2.45M 0.5% 60
2021
Q4 		– Sell
-26,791
Closed -$5.14M – 147
2021
Q3 		$5.14M Buy
26,791
+1,025
+4% +$213K 0.9% 42
2021
Q2 		$5.61M Sell
25,766
-12,275
-32% -$2.83M 0.97% 41
2021
Q1 		$8.82M Buy
38,041
+6,334
+20% +$1.31M 1.61% 14
2020
Q4 		$5.77M Buy
31,707
+2,332
+8% +$395K 1.05% 33
2020
Q3 		$4.38M Buy
29,375
+9,418
+47% +$1.32M 0.93% 41
2020
Q2 		$2.52M Sell
19,957
-447
-2% -$53K 0.75% 50
2020
Q1 		$2.37M Sell
20,404
-11,826
-37% -$1.51M 0.9% 40
2019
Q4 		$4.76M Buy
32,230
+2,351
+8% +$328K 1.38% 24
2019
Q3 		$3.77M Sell
29,879
-1,033
-3% -$131K 1.18% 29
2019
Q2 		$4.21M Sell
30,912
-1,657
-5% -$219K 1.3% 26
2019
Q1 		$4.41M Buy
32,569
+235
+0.7% +$31.2K 1.29% 26
2018
Q4 		$4.11M Buy
+32,334
New +$4.21M 1.36% 23

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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.L. Carlson Investment Group's CAT Position: Q2 2026 in Review

D.L. Carlson Investment Group opened a new position in Caterpillar (CAT) in Q2 2026: 193 shares worth $206K. The stake represents 0.03% of the portfolio and ranks #131 among its holdings. This is a return to the name: D.L. Carlson Investment Group previously reported a position in CAT as recently as Q1 2025.

D.L. Carlson Investment Group first reported a position in CAT in Q4 2018 and has held it in 16 quarters since. The position peaked at $8.82M in Q1 2021. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • D.L. Carlson Investment Group held 193 shares of Caterpillar worth $206K as of Q2 2026.
  • Caterpillar was a new D.L. Carlson Investment Group position in Q2 2026.
  • Caterpillar made up 0.03% of D.L. Carlson Investment Group's portfolio in Q2 2026, its #131 holding.
  • D.L. Carlson Investment Group first reported a position in Caterpillar in Q4 2018 and has held it in 16 quarters since.
  • D.L. Carlson Investment Group's Caterpillar position peaked at $8.82M in Q1 2021.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on D.L. Carlson Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.