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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
Q2 		$5.05M Buy
4,743
+763
+19% +$670K 0.83% 32
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Delta Investment Management's CAT Position: Q2 2026 in Review

Delta Investment Management increased its Caterpillar (CAT) stake by 19% in Q2 2026, buying an estimated $670K and bringing the position to 4,743 shares worth $5.05M. The position accounts for 0.83% of the portfolio, ranked #32.

Delta Investment Management first reported a position in CAT in Q4 2019 and has held it in 27 quarters since. 4,066 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Delta Investment Management held 4,743 shares of Caterpillar worth $5.05M as of Q2 2026.
  • Delta Investment Management bought 763 Caterpillar shares in Q2 2026, an estimated $670K.
  • Caterpillar made up 0.83% of Delta Investment Management's portfolio in Q2 2026, its #32 holding.
  • Delta Investment Management first reported a position in Caterpillar in Q4 2019 and has held it in 27 quarters since.
  • 4,066 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Delta Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.