DIM
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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
Q2 		– Sell
-291
Closed -$206K – 101
2026
Q1 		$206K Buy
+291
New +$202K 0.08% 78

Other funds holding CAT

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
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

DLK Investment Management's CAT Position: Q2 2026 in Review

DLK Investment Management sold out of Caterpillar (CAT) in Q2 2026, closing a stake of 291 shares — an estimated $206K sold.

DLK Investment Management first reported a position in CAT in Q1 2026 and held it in 1 quarter. The position peaked at $206K in Q1 2026. 1,373 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • DLK Investment Management reported no remaining Caterpillar position as of Q2 2026 after selling out during the quarter.
  • DLK Investment Management sold 291 Caterpillar shares in Q2 2026, an estimated $206K.
  • DLK Investment Management first reported a position in Caterpillar in Q1 2026 and held it in 1 quarter.
  • DLK Investment Management's Caterpillar position peaked at $206K in Q1 2026.
  • 1,373 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on DLK Investment Management's 13F filing for Q2 2026, filed 14 Jul 2026.