Dala Group’s Caterpillar CAT Stock Holding History

Dala 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	$1.03M	Sell	967 -76	-7%	-$66.8K	0.85%	25
2026 Q1	$735K	Buy	1,043 +25	+2%	+$17.3K	0.61%	31
2025 Q4	$583K	Buy	+1,018	New	+$566K	0.51%	40

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

Dala Group's CAT Position: Q2 2026 in Review

Dala Group reduced its Caterpillar (CAT) stake by 7.3% in Q2 2026, selling an estimated $66.8K and leaving 967 shares worth $1.03M. The position accounts for 0.85% of the portfolio, ranked #25.

Dala Group first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 4,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Dala Group held 967 shares of Caterpillar worth $1.03M as of Q2 2026.
Dala Group sold 76 Caterpillar shares in Q2 2026, an estimated $66.8K.
Caterpillar made up 0.85% of Dala Group's portfolio in Q2 2026, its #25 holding.
Dala Group first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
4,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Dala Group's 13F filing for Q2 2026, filed 10 Aug 2026.