DI
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Disciplined Investments’s Caterpillar CAT Stock Holding History

Disciplined Investments’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 		$839K Buy
788
+1
+0.1% +$878 0.27% 65
2026
Q1 		$558K Hold
787
– – 0.2% 80
2025
Q4 		$451K Buy
787
+1
+0.1% +$556 0.17% 87
2025
Q3 		$375K Buy
786
+3
+0.4% +$1.28K 0.15% 96
2025
Q2 		$304K Sell
783
-4
-0.5% -$1.33K 0.13% 102
2025
Q1 		$259K Buy
787
+2
+0.3% +$712 0.12% 114
2024
Q4 		$285K Buy
785
+6
+0.8% +$2.33K 0.14% 105
2024
Q3 		$305K Sell
779
-9
-1% -$3.11K 0.15% 101
2024
Q2 		$262K Buy
788
+9
+1% +$3.12K 0.14% 110
2024
Q1 		$285K Buy
779
+1
+0.1% +$320 0.16% 104
2023
Q4 		$230K Hold
778
– – 0.13% 100
2023
Q3 		$212K Buy
778
+2
+0.3% +$543 0.13% 102
2023
Q2 		$191K Sell
776
-6
-0.8% -$1.34K 0.1% 112
2023
Q1 		$179K Buy
782
+9
+1% +$2.18K 0.08% 133
2022
Q4 		$185K Sell
773
-11
-1% -$2.4K 0.09% 117
2022
Q3 		$129K Sell
784
-2
-0.3% -$365 0.06% 141
2022
Q2 		$141K Buy
786
+9
+1% +$1.9K 0.06% 138
2022
Q1 		$173K Buy
777
+37
+5% +$7.76K 0.07% 132
2021
Q4 		$153K Hold
740
– – 0.07% 124
2021
Q3 		$142K Hold
740
– – 0.07% 123
2021
Q2 		$161K Buy
740
+200
+37% +$46.2K 0.08% 118
2021
Q1 		$125K Hold
540
– – 0.07% 121
2020
Q4 		$98K Hold
540
– – 0.07% 114
2020
Q3 		$81K Hold
540
– – 0.06% 129
2020
Q2 		$68K Hold
540
– – 0.05% 142
2020
Q1 		$63K Hold
540
– – 0.06% 135
2019
Q4 		$80K Buy
+540
New +$75.4K 0.07% 131

Other funds holding CAT

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Disciplined Investments's CAT Position: Q2 2026 in Review

Disciplined Investments increased its Caterpillar (CAT) stake by 0.13% in Q2 2026, buying an estimated $878 and bringing the position to 788 shares worth $839K. The position accounts for 0.27% of the portfolio, ranked #65.

Disciplined Investments first reported a position in CAT in Q4 2019 and has held it in 27 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Disciplined Investments held 788 shares of Caterpillar worth $839K as of Q2 2026.
  • Disciplined Investments bought 1 Caterpillar share in Q2 2026, an estimated $878.
  • Caterpillar made up 0.27% of Disciplined Investments's portfolio in Q2 2026, its #65 holding.
  • Disciplined Investments first reported a position in Caterpillar in Q4 2019 and has held it in 27 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Disciplined Investments's 13F filing for Q2 2026, filed 7 Aug 2026.