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DDFG Inc’s Caterpillar CAT Stock Holding History

DDFG 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
Q3 		– Sell
-191
Closed -$203K – 90
2026
Q2 		$203K Buy
+191
New +$168K 0.04% 87
2026
Q1 		– Sell
-435
Closed -$249K – 87
2025
Q4 		$249K Hold
435
– – 0.05% 77
2025
Q3 		$208K Buy
+435
New +$186K 0.05% 79

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 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

DDFG Inc's CAT Position: Q3 2026 in Review

DDFG Inc sold out of Caterpillar (CAT) in Q3 2026, closing a stake of 191 shares — an estimated $203K sold.

DDFG Inc first reported a position in CAT in Q3 2025 and held it in 3 quarters. The position peaked at $249K in Q4 2025. 1,904 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • DDFG Inc reported no remaining Caterpillar position as of Q3 2026 after selling out during the quarter.
  • DDFG Inc sold 191 Caterpillar shares in Q3 2026, an estimated $203K.
  • DDFG Inc first reported a position in Caterpillar in Q3 2025 and held it in 3 quarters.
  • DDFG Inc's Caterpillar position peaked at $249K in Q4 2025.
  • 1,904 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on DDFG Inc's 13F filing for Q3 2026, filed 15 Oct 2026.