DB&C Advisors’s Caterpillar CAT Stock Holding History

DB&C Advisors’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	$4.86M	Buy	4,562 +4	+0.1%	+$3.51K	5.26%	5
2026 Q1	$3.23M	Sell	4,558 -99	-2%	-$68.6K	4.2%	7
2025 Q4	$2.67M	Buy	+4,657	New	+$2.59M	3.35%	8

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

DB&C Advisors's CAT Position: Q2 2026 in Review

DB&C Advisors increased its Caterpillar (CAT) stake by 0.09% in Q2 2026, buying an estimated $3.51K and bringing the position to 4,562 shares worth $4.86M. The position accounts for 5.26% of the portfolio, ranked #5.

DB&C Advisors first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 4,039 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

DB&C Advisors held 4,562 shares of Caterpillar worth $4.86M as of Q2 2026.
DB&C Advisors bought 4 Caterpillar shares in Q2 2026, an estimated $3.51K.
Caterpillar made up 5.26% of DB&C Advisors's portfolio in Q2 2026, its #5 holding.
DB&C Advisors first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
4,039 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on DB&C Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.