Deane Retirement Strategies’s Caterpillar CAT Stock Holding History

Deane Retirement Strategies’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	$2.8M	Sell	2,637 -4,441	-63%	-$3.9M	1.19%	31
2026 Q1	$5M	Sell	7,078 -45	-0.6%	-$31.2K	2.01%	24
2025 Q4	$4.08M	Sell	7,123 -7,146	-50%	-$3.97M	1.69%	32
2025 Q3	$6.8M	Sell	14,269 -229	-2%	-$97.8K	2.93%	10
2025 Q2	$5.63M	Buy	+14,498	New	+$4.83M	2.52%	11
2021 Q2	–	Sell	-11,363	Closed	-$2.64M	–	59
2021 Q1	$2.64M	Buy	11,363 +286	+3%	+$59.2K	1.42%	26
2020 Q4	$2.02M	Sell	11,077 -25	-0.2%	-$4.24K	1.23%	23
2020 Q3	$1.66M	Buy	+11,102	New	+$1.56M	1.12%	23

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

Deane Retirement Strategies's CAT Position: Q2 2026 in Review

Deane Retirement Strategies reduced its Caterpillar (CAT) stake by 63% in Q2 2026, selling an estimated $3.9M and leaving 2,637 shares worth $2.8M. The position accounts for 1.19% of the portfolio, ranked #31.

Deane Retirement Strategies first reported a position in CAT in Q3 2020 and has held it in 8 quarters since. The position peaked at $6.8M in Q3 2025. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Deane Retirement Strategies held 2,637 shares of Caterpillar worth $2.8M as of Q2 2026.
Deane Retirement Strategies sold 4,441 Caterpillar shares in Q2 2026, an estimated $3.9M.
Caterpillar made up 1.19% of Deane Retirement Strategies's portfolio in Q2 2026, its #31 holding.
Deane Retirement Strategies first reported a position in Caterpillar in Q3 2020 and has held it in 8 quarters since.
Deane Retirement Strategies's Caterpillar position peaked at $6.8M in Q3 2025.
4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Deane Retirement Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.