DeDora Capital’s Caterpillar CAT Stock Holding History

DeDora Capital’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	$643K	Sell	793 -126	-14%	-$107K	0.14%	74
2026 Q2	$978K	Sell	919 -16	-2%	-$14.1K	0.21%	67
2026 Q1	$662K	Buy	935 +38	+4%	+$26.3K	0.16%	72
2025 Q4	$514K	Sell	897 -175	-16%	-$97.3K	0.12%	82
2025 Q3	$511K	Hold	1,072	–	–	0.12%	83
2025 Q2	$416K	Buy	1,072 +81	+8%	+$27K	0.11%	89
2025 Q1	$327K	Buy	+991	New	+$353K	0.09%	98
2022 Q2	–	Sell	-406	Closed	-$90K	–	146
2022 Q1	$90K	Buy	+406	New	+$85.1K	0.04%	123

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

DeDora Capital's CAT Position: Q3 2026 in Review

DeDora Capital reduced its Caterpillar (CAT) stake by 14% in Q3 2026, selling an estimated $107K and leaving 793 shares worth $643K. The position accounts for 0.14% of the portfolio, ranked #74.

DeDora Capital first reported a position in CAT in Q1 2022 and has held it in 8 quarters since. The position peaked at $978K in Q2 2026. 1,939 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

DeDora Capital held 793 shares of Caterpillar worth $643K as of Q3 2026.
DeDora Capital sold 126 Caterpillar shares in Q3 2026, an estimated $107K.
Caterpillar made up 0.14% of DeDora Capital's portfolio in Q3 2026, its #74 holding.
DeDora Capital first reported a position in Caterpillar in Q1 2022 and has held it in 8 quarters since.
DeDora Capital's Caterpillar position peaked at $978K in Q2 2026.
1,939 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on DeDora Capital's 13F filing for Q3 2026, filed 26 Oct 2026.