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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
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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Diversified Enterprises's CAT Position: Q2 2026 in Review

Diversified Enterprises increased its Caterpillar (CAT) stake by 0.03% in Q2 2026, buying an estimated $878 and bringing the position to 3,721 shares worth $3.96M. The position accounts for 0.19% of the portfolio, ranked #53.

Diversified Enterprises first reported a position in CAT in Q3 2024 and has held it in 8 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Diversified Enterprises held 3,721 shares of Caterpillar worth $3.96M as of Q2 2026.
  • Diversified Enterprises bought 1 Caterpillar share in Q2 2026, an estimated $878.
  • Caterpillar made up 0.19% of Diversified Enterprises's portfolio in Q2 2026, its #53 holding.
  • Diversified Enterprises first reported a position in Caterpillar in Q3 2024 and has held it in 8 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.