Dala Group
CAT icon

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
Q3 		$803K Buy
991
+24
+2% +$20.4K 0.6% 28
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Dala Group's CAT Position: Q3 2026 in Review

Dala Group increased its Caterpillar (CAT) stake by 2.5% in Q3 2026, buying an estimated $20.4K and bringing the position to 991 shares worth $803K. The position accounts for 0.6% of the portfolio, ranked #28.

Dala Group first reported a position in CAT in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.03M in Q2 2026. 1,772 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Dala Group held 991 shares of Caterpillar worth $803K as of Q3 2026.
  • Dala Group bought 24 Caterpillar shares in Q3 2026, an estimated $20.4K.
  • Caterpillar made up 0.6% of Dala Group's portfolio in Q3 2026, its #28 holding.
  • Dala Group first reported a position in Caterpillar in Q4 2025 and has held it in 4 quarters since.
  • Dala Group's Caterpillar position peaked at $1.03M in Q2 2026.
  • 1,772 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Dala Group's 13F filing for Q3 2026, filed 29 Oct 2026.