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DLK Investment Management’s Caterpillar CAT Stock Holding History

DLK Investment 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 		$213K Buy
+263
New +$223K 0.08% 79
2026
Q2 		– Sell
-291
Closed -$206K – 101
2026
Q1 		$206K Buy
+291
New +$202K 0.08% 78

Other funds holding CAT

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

DLK Investment Management's CAT Position: Q3 2026 in Review

DLK Investment Management opened a new position in Caterpillar (CAT) in Q3 2026: 263 shares worth $213K. The stake represents 0.08% of the portfolio and ranks #79 among its holdings. This is a return to the name: DLK Investment Management previously reported a position in CAT as recently as Q1 2026.

DLK Investment Management first reported a position in CAT in Q1 2026 and has held it in 2 quarters since. 197 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • DLK Investment Management held 263 shares of Caterpillar worth $213K as of Q3 2026.
  • Caterpillar was a new DLK Investment Management position in Q3 2026.
  • Caterpillar made up 0.08% of DLK Investment Management's portfolio in Q3 2026, its #79 holding.
  • DLK Investment Management first reported a position in Caterpillar in Q1 2026 and has held it in 2 quarters since.
  • 197 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

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