DCM
CAT icon

DGS Capital Management’s Caterpillar CAT Stock Holding History

DGS Capital 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 		$674K Buy
951
+394
+71% +$273K 0.11% 179
2025
Q4 		$319K Buy
+557
New +$310K 0.05% 310

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State Street
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VCM
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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

DGS Capital Management's CAT Position: Q1 2026 in Review

DGS Capital Management increased its Caterpillar (CAT) stake by 71% in Q1 2026, buying an estimated $273K and bringing the position to 951 shares worth $674K. The position accounts for 0.11% of the portfolio, ranked #179.

DGS Capital Management first reported a position in CAT in Q4 2025 and has held it in 2 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • DGS Capital Management held 951 shares of Caterpillar worth $674K as of Q1 2026.
  • DGS Capital Management bought 394 Caterpillar shares in Q1 2026, an estimated $273K.
  • Caterpillar made up 0.11% of DGS Capital Management's portfolio in Q1 2026, its #179 holding.
  • DGS Capital Management first reported a position in Caterpillar in Q4 2025 and has held it in 2 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on DGS Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.