DAGCO Inc’s Caterpillar CAT Stock Holding History

DAGCO Inc’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	–	Sell	-8	Closed	-$5.67K	–	153
2026 Q1	$5.67K	Hold	8	–	–	﹤0.01%	306
2025 Q4	$4.58K	Hold	8	–	–	﹤0.01%	329
2025 Q3	$3.82K	Hold	8	–	–	﹤0.01%	322
2025 Q2	$3.11K	Hold	8	–	–	﹤0.01%	319
2025 Q1	$2.64K	Buy	+8	New	+$2.85K	﹤0.01%	316

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

DAGCO Inc's CAT Position: Q2 2026 in Review

DAGCO Inc sold out of Caterpillar (CAT) in Q2 2026, closing a stake of 8 shares — an estimated $5.67K sold.

DAGCO Inc first reported a position in CAT in Q1 2025 and held it in 5 quarters. The position peaked at $5.67K in Q1 2026. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

DAGCO Inc reported no remaining Caterpillar position as of Q2 2026 after selling out during the quarter.
DAGCO Inc sold 8 Caterpillar shares in Q2 2026, an estimated $5.67K.
DAGCO Inc first reported a position in Caterpillar in Q1 2025 and held it in 5 quarters.
DAGCO Inc's Caterpillar position peaked at $5.67K in Q1 2026.
4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on DAGCO Inc's 13F filing for Q2 2026, filed 10 Jul 2026.