Delta Financial Advisors’s Caterpillar CAT Stock Holding History

Delta Financial Advisors’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	$3.76M	Buy	3,533 +35	+1%	+$30.7K	0.89%	31
2026 Q1	$2.48M	Buy	3,498 +50	+1%	+$34.6K	0.65%	50
2025 Q4	$1.98M	Buy	3,448 +1,142	+50%	+$635K	0.51%	55
2025 Q3	$1.1M	Buy	2,306 +1,693	+276%	+$723K	0.31%	79
2025 Q2	$238K	Sell	613 -40	-6%	-$13.3K	0.08%	108
2025 Q1	$215K	Hold	653	–	–	0.08%	111
2024 Q4	$237K	Hold	653	–	–	0.09%	107
2024 Q3	$255K	Hold	653	–	–	0.09%	109
2024 Q2	$218K	Hold	653	–	–	0.08%	110
2024 Q1	$239K	Buy	+653	New	+$209K	0.09%	108
2020 Q1	–	Sell	-2,035	Closed	-$301K	–	97
2019 Q4	$301K	Hold	2,035	–	–	0.12%	105
2019 Q3	$257K	Sell	2,035 -100	-5%	-$12.7K	0.1%	110
2019 Q2	$291K	Buy	+2,135	New	+$282K	0.12%	109

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

Delta Financial Advisors's CAT Position: Q2 2026 in Review

Delta Financial Advisors increased its Caterpillar (CAT) stake by 1% in Q2 2026, buying an estimated $30.7K and bringing the position to 3,533 shares worth $3.76M. The position accounts for 0.89% of the portfolio, ranked #31.

Delta Financial Advisors first reported a position in CAT in Q2 2019 and has held it in 13 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Delta Financial Advisors held 3,533 shares of Caterpillar worth $3.76M as of Q2 2026.
Delta Financial Advisors bought 35 Caterpillar shares in Q2 2026, an estimated $30.7K.
Caterpillar made up 0.89% of Delta Financial Advisors's portfolio in Q2 2026, its #31 holding.
Delta Financial Advisors first reported a position in Caterpillar in Q2 2019 and has held it in 13 quarters since.
4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Delta Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.