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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

D.L. Carlson Investment Group's CAT Position: Q2 2025 in Review

D.L. Carlson Investment Group sold out of Caterpillar (CAT) in Q2 2025, closing a stake of 6,205 shares — an estimated $2.05M sold.

D.L. Carlson Investment Group first reported a position in CAT in Q4 2018 and held it in 15 quarters. The position peaked at $8.82M in Q1 2021. 3,016 funds tracked by Wall St. Rank hold CAT as of Q2 2025.

  • D.L. Carlson Investment Group reported no remaining Caterpillar position as of Q2 2025 after selling out during the quarter.
  • D.L. Carlson Investment Group sold 6,205 Caterpillar shares in Q2 2025, an estimated $2.05M.
  • D.L. Carlson Investment Group first reported a position in Caterpillar in Q4 2018 and held it in 15 quarters.
  • D.L. Carlson Investment Group's Caterpillar position peaked at $8.82M in Q1 2021.
  • 3,016 funds tracked by Wall St. Rank held Caterpillar as of Q2 2025.

Based on D.L. Carlson Investment Group's 13F filing for Q2 2025, filed 13 Aug 2025.