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 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 $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

DeDora Capital's CAT Position: Q2 2026 in Review

DeDora Capital reduced its Caterpillar (CAT) stake by 1.7% in Q2 2026, selling an estimated $14.1K and leaving 919 shares worth $978K. The position accounts for 0.21% of the portfolio, ranked #67.

DeDora Capital first reported a position in CAT in Q1 2022 and has held it in 7 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

DeDora Capital held 919 shares of Caterpillar worth $978K as of Q2 2026.
DeDora Capital sold 16 Caterpillar shares in Q2 2026, an estimated $14.1K.
Caterpillar made up 0.21% of DeDora Capital's portfolio in Q2 2026, its #67 holding.
DeDora Capital first reported a position in Caterpillar in Q1 2022 and has held it in 7 quarters since.
1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on DeDora Capital's 13F filing for Q2 2026, filed 13 Jul 2026.