DI
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Disciplined Investors’s Caterpillar CAT Stock Holding History

Disciplined Investors’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 		$2.82M Sell
2,649
-934
-26% -$820K 1.41% 18
2026
Q1 		$2.54M Buy
3,583
+13
+0.4% +$9K 1.51% 18
2025
Q4 		$2.04M Buy
3,570
+1,888
+112% +$1.05M 1.34% 21
2025
Q3 		$802K Buy
1,682
+1
+0.1% +$427 0.57% 47
2025
Q2 		$652K Buy
1,681
+20
+1% +$6.67K 0.51% 50
2025
Q1 		$548K Buy
1,661
+1
+0.1% +$356 0.49% 49
2024
Q4 		$602K Buy
+1,660
New +$644K 0.58% 47

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 Investors's CAT Position: Q2 2026 in Review

Disciplined Investors reduced its Caterpillar (CAT) stake by 26% in Q2 2026, selling an estimated $820K and leaving 2,649 shares worth $2.82M. The position accounts for 1.41% of the portfolio, ranked #18.

Disciplined Investors first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Disciplined Investors held 2,649 shares of Caterpillar worth $2.82M as of Q2 2026.
  • Disciplined Investors sold 934 Caterpillar shares in Q2 2026, an estimated $820K.
  • Caterpillar made up 1.41% of Disciplined Investors's portfolio in Q2 2026, its #18 holding.
  • Disciplined Investors first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Disciplined Investors's 13F filing for Q2 2026, filed 11 Aug 2026.