Disciplined Equity Management’s Caterpillar CAT Stock Holding History

Disciplined Equity 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 Q3	$1.64M	Hold	2,019	–	–	0.72%	22
2026 Q2	$2.15M	Sell	2,019 -30	-1%	-$26.4K	0.95%	13
2026 Q1	$1.45M	Sell	2,049 -681	-25%	-$472K	0.73%	21
2025 Q4	$1.56M	Sell	2,730 -50	-2%	-$27.8K	0.81%	14
2025 Q3	$1.33M	Hold	2,780	–	–	0.72%	21
2025 Q2	$1.08M	Buy	2,780 +280	+11%	+$93.3K	0.63%	28
2025 Q1	$824K	Sell	2,500 -40	-2%	-$14.2K	0.57%	28
2024 Q4	$921K	Hold	2,540	–	–	0.6%	30
2024 Q3	$993K	Sell	2,540 -210	-8%	-$72.5K	0.63%	27
2024 Q2	$916K	Hold	2,750	–	–	0.6%	33
2024 Q1	$1.01M	Sell	2,750 -60	-2%	-$19.2K	0.67%	26
2023 Q4	$831K	Hold	2,810	–	–	0.57%	36
2023 Q3	$767K	Hold	2,810	–	–	0.64%	32
2023 Q2	$691K	Sell	2,810 -38	-1%	-$8.47K	0.56%	34
2023 Q1	$652K	Buy	+2,848	New	+$689K	0.55%	35

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Disciplined Equity Management's CAT Position: Q3 2026 in Review

Disciplined Equity Management held its Caterpillar (CAT) position steady in Q3 2026 at 2,019 shares worth $1.64M. The position accounts for 0.72% of the portfolio, ranked #22.

Disciplined Equity Management first reported a position in CAT in Q1 2023 and has held it in 15 quarters since. The position peaked at $2.15M in Q2 2026. 1,772 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Disciplined Equity Management held 2,019 shares of Caterpillar worth $1.64M as of Q3 2026.
Disciplined Equity Management left its Caterpillar share count unchanged in Q3 2026.
Caterpillar made up 0.72% of Disciplined Equity Management's portfolio in Q3 2026, its #22 holding.
Disciplined Equity Management first reported a position in Caterpillar in Q1 2023 and has held it in 15 quarters since.
Disciplined Equity Management's Caterpillar position peaked at $2.15M in Q2 2026.
1,772 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Disciplined Equity Management's 13F filing for Q3 2026, filed 14 Oct 2026.