Dakota Wealth Management
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Dakota Wealth Management’s Caterpillar CAT Stock Holding History

Dakota Wealth Management’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
Q3 		$27.4M Sell
33,791
-13,251
-28% -$11.2M 0.51% 46
2026
Q2 		$50.1M Sell
47,042
-9,666
-17% -$8.49M 0.96% 23
2026
Q1 		$40.2M Sell
56,708
-2,882
-5% -$2M 0.87% 24
2025
Q4 		$34.1M Sell
59,590
-4,456
-7% -$2.48M 0.61% 35
2025
Q3 		$30.6M Sell
64,046
-11,658
-15% -$4.98M 0.62% 35
2025
Q2 		$29.4M Buy
75,704
+39,839
+111% +$13.3M 0.62% 34
2025
Q1 		$11.8M Sell
35,865
-2,716
-7% -$967K 0.28% 78
2024
Q4 		$14M Buy
38,581
+228
+0.6% +$88.4K 0.32% 70
2024
Q3 		$15M Sell
38,353
-332
-0.9% -$115K 0.34% 64
2024
Q2 		$12.9M Sell
38,685
-22,107
-36% -$7.67M 0.3% 73
2024
Q1 		$22.3M Buy
60,792
+7,274
+14% +$2.32M 0.55% 35
2023
Q4 		$15.8M Buy
53,518
+15,950
+42% +$4.14M 0.61% 36
2023
Q3 		$10.3M Buy
37,568
+255
+0.7% +$69.2K 0.45% 61
2023
Q2 		$9.18M Sell
37,313
-29,078
-44% -$6.48M 0.43% 64
2023
Q1 		$15.2M Buy
66,391
+46,095
+227% +$11.1M 1.01% 17
2022
Q4 		$4.86M Sell
20,296
-197
-1% -$42.9K 0.34% 72
2022
Q3 		$3.36M Buy
20,493
+18,099
+756% +$3.31M 0.27% 90
2022
Q2 		$428K Buy
2,394
+575
+32% +$121K 0.04% 306
2022
Q1 		$405K Buy
+1,819
New +$381K 0.03% 321
2021
Q1 		– Sell
-6,887
Closed -$1.25M – 325
2020
Q4 		$1.25M Buy
+6,887
New +$1.17M 0.16% 131
2019
Q2 		– Sell
-2,272
Closed -$308K – 287
2019
Q1 		$308K Buy
2,272
+941
+71% +$125K 0.06% 231
2018
Q4 		$203K Hold
1,331
– – 0.05% 258
2018
Q3 		$203K Sell
1,331
-8,459
-86% -$1.2M 0.05% 254
2018
Q2 		$1.33M Buy
9,790
+7,004
+251% +$1.05M 0.37% 65
2018
Q1 		$411K Buy
2,786
+330
+13% +$52.1K 0.21% 56
2017
Q4 		$387K Buy
+2,456
New +$341K 0.21% 52

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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Dakota Wealth Management's CAT Position: Q3 2026 in Review

Dakota Wealth Management reduced its Caterpillar (CAT) stake by 28% in Q3 2026, selling an estimated $11.2M and leaving 33,791 shares worth $27.4M. The position accounts for 0.51% of the portfolio, ranked #46.

Dakota Wealth Management first reported a position in CAT in Q4 2017 and has held it in 26 quarters since. The position peaked at $50.1M in Q2 2026. 3,098 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Dakota Wealth Management held 33,791 shares of Caterpillar worth $27.4M as of Q3 2026.
  • Dakota Wealth Management sold 13,251 Caterpillar shares in Q3 2026, an estimated $11.2M.
  • Caterpillar made up 0.51% of Dakota Wealth Management's portfolio in Q3 2026, its #46 holding.
  • Dakota Wealth Management first reported a position in Caterpillar in Q4 2017 and has held it in 26 quarters since.
  • Dakota Wealth Management's Caterpillar position peaked at $50.1M in Q2 2026.
  • 3,098 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Dakota Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.