Deseret Mutual Benefit Administrators’s Caterpillar CAT Stock Holding History

Deseret Mutual Benefit Administrators’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	$4.39M	Sell	4,123 -451	-10%	-$396K	1.43%	11
2026 Q1	$3.24M	Buy	4,574 +2,734	+149%	+$1.89M	1.1%	14
2025 Q4	$1.05M	Sell	1,840 -6	-0.3%	-$3.33K	0.45%	41
2025 Q3	$881K	Sell	1,846 -13	-0.7%	-$5.55K	0.37%	44
2025 Q2	$722K	Hold	1,859	–	–	0.34%	51
2025 Q1	$613K	Buy	1,859 +38	+2%	+$13.5K	0.3%	54
2024 Q4	$661K	Sell	1,821 -60	-3%	-$23.3K	0.33%	49
2024 Q3	$736K	Sell	1,881 -484	-20%	-$167K	0.37%	47
2024 Q2	$788K	Buy	2,365 +3	+0.1%	+$1.04K	0.37%	45
2024 Q1	$866K	Buy	2,362 +164	+7%	+$52.4K	0.43%	40
2023 Q4	$650K	Sell	2,198 -780	-26%	-$202K	0.37%	48
2023 Q3	$813K	Sell	2,978 -222	-7%	-$60.2K	0.4%	46
2023 Q2	$787K	Buy	3,200 +19	+0.6%	+$4.24K	0.31%	49
2023 Q1	$728K	Sell	3,181 -48	-1%	-$11.6K	0.29%	49
2022 Q4	$774K	Sell	3,229 -2,469	-43%	-$537K	0.32%	45
2022 Q3	$935K	Sell	5,698 -1,115	-16%	-$204K	0.26%	56
2022 Q2	$1.22M	Buy	6,813 +628	+10%	+$132K	0.28%	55
2022 Q1	$1.38M	Sell	6,185 -896	-13%	-$188K	0.28%	58
2021 Q4	$1.46M	Buy	7,081 +144	+2%	+$29K	0.25%	62
2021 Q3	$1.33M	Buy	6,937 +3,841	+124%	+$800K	0.25%	61
2021 Q2	$674K	Buy	+3,096	New	+$715K	0.16%	65

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

Deseret Mutual Benefit Administrators's CAT Position: Q2 2026 in Review

Deseret Mutual Benefit Administrators reduced its Caterpillar (CAT) stake by 9.9% in Q2 2026, selling an estimated $396K and leaving 4,123 shares worth $4.39M. The position accounts for 1.43% of the portfolio, ranked #11.

Deseret Mutual Benefit Administrators first reported a position in CAT in Q2 2021 and has held it in 21 quarters since. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Deseret Mutual Benefit Administrators held 4,123 shares of Caterpillar worth $4.39M as of Q2 2026.
Deseret Mutual Benefit Administrators sold 451 Caterpillar shares in Q2 2026, an estimated $396K.
Caterpillar made up 1.43% of Deseret Mutual Benefit Administrators's portfolio in Q2 2026, its #11 holding.
Deseret Mutual Benefit Administrators first reported a position in Caterpillar in Q2 2021 and has held it in 21 quarters since.
4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Deseret Mutual Benefit Administrators's 13F filing for Q2 2026, filed 14 Aug 2026.