DKM Wealth Management
CAT icon

DKM Wealth Management’s Caterpillar CAT Stock Holding History

DKM Wealth Management’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 		$921K Buy
1,136
+560
+97% +$475K 0.58% 23
2026
Q2 		$613K Sell
576
-9
-2% -$7.91K 0.4% 28
2026
Q1 		$414K Hold
585
– – 0.3% 36
2025
Q4 		$335K Hold
585
– – 0.25% 40
2025
Q3 		$279K Hold
585
– – 0.22% 45
2025
Q2 		$227K Buy
+585
New +$195K 0.2% 46
2025
Q1 		– Sell
-585
Closed -$212K – 53
2024
Q4 		$212K Buy
+585
New +$227K 0.2% 44

Other funds holding CAT

Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

DKM Wealth Management's CAT Position: Q3 2026 in Review

DKM Wealth Management increased its Caterpillar (CAT) stake by 97% in Q3 2026, buying an estimated $475K and bringing the position to 1,136 shares worth $921K. The position accounts for 0.58% of the portfolio, ranked #23.

DKM Wealth Management first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 1,071 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • DKM Wealth Management held 1,136 shares of Caterpillar worth $921K as of Q3 2026.
  • DKM Wealth Management bought 560 Caterpillar shares in Q3 2026, an estimated $475K.
  • Caterpillar made up 0.58% of DKM Wealth Management's portfolio in Q3 2026, its #23 holding.
  • DKM Wealth Management first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 1,071 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on DKM Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.