DI
CAT icon

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
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 $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

DDFG Inc's CAT Position: Q2 2026 in Review

DDFG Inc opened a new position in Caterpillar (CAT) in Q2 2026: 191 shares worth $203K. The stake represents 0.04% of the portfolio and ranks #87 among its holdings. This is a return to the name: DDFG Inc previously reported a position in CAT as recently as Q4 2025.

DDFG Inc first reported a position in CAT in Q3 2025 and has held it in 3 quarters since. The position peaked at $249K in Q4 2025. 1,816 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • DDFG Inc held 191 shares of Caterpillar worth $203K as of Q2 2026.
  • Caterpillar was a new DDFG Inc position in Q2 2026.
  • Caterpillar made up 0.04% of DDFG Inc's portfolio in Q2 2026, its #87 holding.
  • DDFG Inc first reported a position in Caterpillar in Q3 2025 and has held it in 3 quarters since.
  • DDFG Inc's Caterpillar position peaked at $249K in Q4 2025.
  • 1,816 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on DDFG Inc's 13F filing for Q2 2026, filed 28 Jul 2026.