Diversified Enterprises’s Caterpillar CAT Stock Holding History

Diversified Enterprises’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	$3.03M	Buy	3,738 +17	+0.5%	+$14.4K	0.14%	77
2026 Q2	$3.96M	Buy	3,721 +1	+0%	+$878	0.19%	53
2026 Q1	$2.64M	Buy	3,720 +74	+2%	+$51.3K	0.14%	73
2025 Q4	$2.09M	Buy	3,646 +743	+26%	+$413K	0.12%	76
2025 Q3	$1.38M	Buy	2,903 +44	+2%	+$18.8K	0.09%	81
2025 Q2	$1.11M	Buy	2,859 +303	+12%	+$101K	0.08%	87
2025 Q1	$843K	Buy	2,556 +325	+15%	+$116K	0.07%	105
2024 Q4	$809K	Buy	2,231 +50	+2%	+$19.4K	0.08%	90
2024 Q3	$853K	Buy	+2,181	New	+$753K	0.09%	83

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

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

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Diversified Enterprises's CAT Position: Q3 2026 in Review

Diversified Enterprises increased its Caterpillar (CAT) stake by 0.46% in Q3 2026, buying an estimated $14.4K and bringing the position to 3,738 shares worth $3.03M. The position accounts for 0.14% of the portfolio, ranked #77.

Diversified Enterprises first reported a position in CAT in Q3 2024 and has held it in 9 quarters since. The position peaked at $3.96M in Q2 2026. 1,699 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Diversified Enterprises held 3,738 shares of Caterpillar worth $3.03M as of Q3 2026.
Diversified Enterprises bought 17 Caterpillar shares in Q3 2026, an estimated $14.4K.
Caterpillar made up 0.14% of Diversified Enterprises's portfolio in Q3 2026, its #77 holding.
Diversified Enterprises first reported a position in Caterpillar in Q3 2024 and has held it in 9 quarters since.
Diversified Enterprises's Caterpillar position peaked at $3.96M in Q2 2026.
1,699 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.