Deroy & Devereaux Private Investment Counsel’s Caterpillar CAT Stock Holding History

Deroy & Devereaux Private Investment Counsel’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	$659K	Hold	619	–	–	0.03%	127
2026 Q1	$439K	Hold	619	–	–	0.02%	135
2025 Q4	$355K	Buy	619 +19	+3%	+$10.6K	0.02%	140
2025 Q3	$286K	Hold	600	–	–	0.01%	150
2025 Q2	$233K	Buy	+600	New	+$200K	0.01%	155
2014 Q2	–	Sell	-2,525	Closed	-$251K	–	171
2014 Q1	$251K	Hold	2,525	–	–	0.04%	145
2013 Q4	$229K	Sell	2,525 -3,700	-59%	-$316K	0.04%	165
2013 Q3	$519K	Buy	6,225 +1,000	+19%	+$84.6K	0.1%	98
2013 Q2	$431K	Buy	+5,225	New	+$444K	0.08%	104

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Deroy & Devereaux Private Investment Counsel's CAT Position: Q2 2026 in Review

Deroy & Devereaux Private Investment Counsel held its Caterpillar (CAT) position steady in Q2 2026 at 619 shares worth $659K. The position accounts for 0.03% of the portfolio, ranked #127.

Deroy & Devereaux Private Investment Counsel first reported a position in CAT in Q2 2013 and has held it in 9 quarters since. 2,716 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Deroy & Devereaux Private Investment Counsel held 619 shares of Caterpillar worth $659K as of Q2 2026.
Deroy & Devereaux Private Investment Counsel left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.03% of Deroy & Devereaux Private Investment Counsel's portfolio in Q2 2026, its #127 holding.
Deroy & Devereaux Private Investment Counsel first reported a position in Caterpillar in Q2 2013 and has held it in 9 quarters since.
2,716 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Deroy & Devereaux Private Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.