Diamond Hill Capital Management
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Diamond Hill Capital Management’s Caterpillar CAT Stock Holding History

Diamond Hill 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
2025
Q4 		– Sell
-458,542
Closed -$219M – 191
2025
Q3 		$219M Sell
458,542
-338,657
-42% -$145M 1.04% 40
2025
Q2 		$309M Buy
797,199
+96,463
+14% +$32.2M 1.42% 30
2025
Q1 		$231M Sell
700,736
-231,731
-25% -$82.5M 1.06% 42
2024
Q4 		$338M Sell
932,467
-417,141
-31% -$162M 1.49% 25
2024
Q3 		$528M Buy
1,349,608
+30,609
+2% +$10.6M 2.14% 8
2024
Q2 		$439M Buy
1,318,999
+12,979
+1% +$4.5M 1.88% 16
2024
Q1 		$479M Sell
1,306,020
-230,606
-15% -$73.7M 1.95% 15
2023
Q4 		$454M Buy
1,536,626
+42,621
+3% +$11.1M 2% 13
2023
Q3 		$408M Sell
1,494,005
-217,090
-13% -$58.9M 1.97% 13
2023
Q2 		$421M Buy
1,711,095
+47,467
+3% +$10.6M 1.89% 15
2023
Q1 		$381M Sell
1,663,628
-102,480
-6% -$24.8M 1.78% 18
2022
Q4 		$423M Sell
1,766,108
-128,530
-7% -$28M 1.92% 11
2022
Q3 		$311M Sell
1,894,638
-10,185
-0.5% -$1.86M 1.49% 24
2022
Q2 		$341M Sell
1,904,823
-19,644
-1% -$4.14M 1.49% 24
2022
Q1 		$429M Buy
1,924,467
+604,819
+46% +$127M 1.59% 23
2021
Q4 		$273M Buy
1,319,648
+40,538
+3% +$8.16M 0.98% 44
2021
Q3 		$246M Buy
1,279,110
+63,850
+5% +$13.3M 0.93% 46
2021
Q2 		$264M Buy
1,215,260
+77,230
+7% +$17.8M 1% 41
2021
Q1 		$264M Buy
1,138,030
+43,540
+4% +$9.01M 1.07% 38
2020
Q4 		$199M Buy
1,094,490
+9,192
+0.8% +$1.56M 0.94% 43
2020
Q3 		$162M Buy
+1,085,298
New +$152M 0.89% 45

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
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 $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Diamond Hill Capital Management's CAT Position: Q4 2025 in Review

Diamond Hill Capital Management sold out of Caterpillar (CAT) in Q4 2025, closing a stake of 458,542 shares — an estimated $219M sold.

Diamond Hill Capital Management first reported a position in CAT in Q3 2020 and held it in 21 quarters. The position peaked at $528M in Q3 2024. 3,526 funds tracked by Wall St. Rank hold CAT as of Q4 2025.

  • Diamond Hill Capital Management reported no remaining Caterpillar position as of Q4 2025 after selling out during the quarter.
  • Diamond Hill Capital Management sold 458,542 Caterpillar shares in Q4 2025, an estimated $219M.
  • Diamond Hill Capital Management first reported a position in Caterpillar in Q3 2020 and held it in 21 quarters.
  • Diamond Hill Capital Management's Caterpillar position peaked at $528M in Q3 2024.
  • 3,526 funds tracked by Wall St. Rank held Caterpillar as of Q4 2025.

Based on Diamond Hill Capital Management's 13F filing for Q4 2025, filed 6 Feb 2026.