DA
CAT icon

Denali Advisors’s Caterpillar CAT Stock Holding History

Denali 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 		$11.8M Buy
11,035
+1,338
+14% +$1.18M 1.18% 9
2026
Q1 		$6.87M Buy
9,697
+3
+0% +$2.08K 0.76% 43
2025
Q4 		$5.55M Buy
9,694
+8,075
+499% +$4.49M 0.62% 57
2025
Q3 		$773K Sell
1,619
-1,150
-42% -$491K 0.09% 187
2025
Q2 		$1.07M Sell
2,769
-66
-2% -$22K 0.11% 169
2025
Q1 		$935K Sell
2,835
-17
-0.6% -$6.05K 0.11% 177
2024
Q4 		$1.03M Sell
2,852
-61
-2% -$23.7K 0.11% 168
2024
Q3 		$1.14M Buy
+2,913
New +$1.01M 0.12% 161

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Denali Advisors's CAT Position: Q2 2026 in Review

Denali Advisors increased its Caterpillar (CAT) stake by 14% in Q2 2026, buying an estimated $1.18M and bringing the position to 11,035 shares worth $11.8M. The position accounts for 1.18% of the portfolio, ranked #9.

Denali Advisors first reported a position in CAT in Q3 2024 and has held it in 8 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Denali Advisors held 11,035 shares of Caterpillar worth $11.8M as of Q2 2026.
  • Denali Advisors bought 1,338 Caterpillar shares in Q2 2026, an estimated $1.18M.
  • Caterpillar made up 1.18% of Denali Advisors's portfolio in Q2 2026, its #9 holding.
  • Denali Advisors first reported a position in Caterpillar in Q3 2024 and has held it in 8 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Denali Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.