DPI
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Diversified Portfolios Inc’s Caterpillar CAT Stock Holding History

Diversified Portfolios Inc’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 		$378K Sell
355
-215
-38% -$189K 0.03% 157
2026
Q1 		$404K Sell
570
-23
-4% -$15.9K 0.03% 138
2025
Q4 		$340K Buy
593
+56
+10% +$31.1K 0.03% 143
2025
Q3 		$256K Hold
537
– – 0.02% 151
2025
Q2 		$208K Buy
+537
New +$179K 0.02% 156

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

Diversified Portfolios Inc's CAT Position: Q2 2026 in Review

Diversified Portfolios Inc reduced its Caterpillar (CAT) stake by 38% in Q2 2026, selling an estimated $189K and leaving 355 shares worth $378K. The position accounts for 0.03% of the portfolio, ranked #157.

Diversified Portfolios Inc first reported a position in CAT in Q2 2025 and has held it in 5 quarters since. The position peaked at $404K in Q1 2026. 4,057 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Diversified Portfolios Inc held 355 shares of Caterpillar worth $378K as of Q2 2026.
  • Diversified Portfolios Inc sold 215 Caterpillar shares in Q2 2026, an estimated $189K.
  • Caterpillar made up 0.03% of Diversified Portfolios Inc's portfolio in Q2 2026, its #157 holding.
  • Diversified Portfolios Inc first reported a position in Caterpillar in Q2 2025 and has held it in 5 quarters since.
  • Diversified Portfolios Inc's Caterpillar position peaked at $404K in Q1 2026.
  • 4,057 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Diversified Portfolios Inc's 13F filing for Q2 2026, filed 4 Aug 2026.