DIM
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Delta Investment Management’s Caterpillar CAT Stock Holding History

Delta Investment Management’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
Q1 		$2.82M Hold
3,980
– – 0.5% 44
2025
Q4 		$2.28M Buy
3,980
+1
+0% +$556 0.4% 58
2025
Q3 		$1.9M Buy
3,979
+8
+0.2% +$3.42K 0.34% 53
2025
Q2 		$1.54M Sell
3,971
-38
-0.9% -$12.7K 0.3% 65
2025
Q1 		$1.32M Buy
4,009
+10
+0.3% +$3.56K 0.27% 59
2024
Q4 		$1.45M Buy
3,999
+1
+0% +$388 0.28% 60
2024
Q3 		$1.56M Sell
3,998
-150
-4% -$51.8K 0.32% 52
2024
Q2 		$1.38M Sell
4,148
-104
-2% -$36.1K 0.3% 55
2024
Q1 		$1.56M Sell
4,252
-17
-0.4% -$5.43K 0.35% 51
2023
Q4 		$1.26M Buy
4,269
+459
+12% +$119K 0.31% 50
2023
Q3 		$1.04M Buy
3,810
+175
+5% +$47.5K 0.29% 51
2023
Q2 		$894K Hold
3,635
– – 0.25% 60
2023
Q1 		$832K Hold
3,635
– – 0.24% 62
2022
Q4 		$871K Buy
3,635
+5
+0.1% +$1.09K 0.28% 60
2022
Q3 		$596K Sell
3,630
-3
-0.1% -$548 0.26% 70
2022
Q2 		$649K Buy
3,633
+1
+0% +$211 0.3% 63
2022
Q1 		$809K Sell
3,632
-1
-0% -$210 0.24% 59
2021
Q4 		$751K Buy
3,633
+1
+0% +$201 0.22% 80
2021
Q3 		$697K Buy
3,632
+15
+0.4% +$3.12K 0.22% 81
2021
Q2 		$787K Buy
3,617
+118
+3% +$27.3K 0.23% 75
2021
Q1 		$811K Sell
3,499
-12
-0.3% -$2.48K 0.26% 74
2020
Q4 		$639K Buy
3,511
+30
+0.9% +$5.09K 0.21% 88
2020
Q3 		$519K Buy
3,481
+1
+0% +$140 0.28% 57
2020
Q2 		$440K Buy
3,480
+909
+35% +$108K 0.18% 82
2020
Q1 		$298K Hold
2,571
– – 0.23% 59
2019
Q4 		$379K Buy
+2,571
New +$359K 0.14% 85

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Delta Investment Management's CAT Position: Q1 2026 in Review

Delta Investment Management held its Caterpillar (CAT) position steady in Q1 2026 at 3,980 shares worth $2.82M. The position accounts for 0.5% of the portfolio, ranked #44.

Delta Investment Management first reported a position in CAT in Q4 2019 and has held it in 26 quarters since. 3,736 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Delta Investment Management held 3,980 shares of Caterpillar worth $2.82M as of Q1 2026.
  • Delta Investment Management left its Caterpillar share count unchanged in Q1 2026.
  • Caterpillar made up 0.5% of Delta Investment Management's portfolio in Q1 2026, its #44 holding.
  • Delta Investment Management first reported a position in Caterpillar in Q4 2019 and has held it in 26 quarters since.
  • 3,736 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Delta Investment Management's 13F filing for Q1 2026, filed 13 May 2026.