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DMC Group’s Caterpillar CAT Stock Holding History

DMC Group’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
Q1 		$1.25M Sell
1,767
-167
-9% -$116K 0.85% 37
2025
Q4 		$1.11M Sell
1,934
-26
-1% -$14.5K 0.74% 37
2025
Q3 		$935K Sell
1,960
-5
-0.3% -$2.13K 0.65% 47
2025
Q2 		$763K Sell
1,965
-683
-26% -$228K 0.59% 55
2025
Q1 		$873K Sell
2,648
-488
-16% -$174K 0.71% 45
2024
Q4 		$1.14M Sell
3,136
-240
-7% -$93.1K 0.93% 33
2024
Q3 		$1.32M Sell
3,376
-15
-0.4% -$5.18K 1.07% 25
2024
Q2 		$1.13M Sell
3,391
-64
-2% -$22.2K 0.97% 30
2024
Q1 		$1.27M Sell
3,455
-46
-1% -$14.7K 1.09% 27
2023
Q4 		$1.04M Sell
3,501
-16
-0.5% -$4.15K 0.98% 30
2023
Q3 		$960K Sell
3,517
-20
-0.6% -$5.43K 0.9% 36
2023
Q2 		$870K Sell
3,537
-173
-5% -$38.6K 0.87% 37
2023
Q1 		$853K Hold
3,710
– – 0.86% 36
2022
Q4 		$886K Sell
3,710
-180
-5% -$39.2K 1% 30
2022
Q3 		$666K Buy
3,890
+34
+0.9% +$6.21K 0.8% 38
2022
Q2 		$688K Buy
3,856
+601
+18% +$127K 0.81% 40
2022
Q1 		$704K Sell
3,255
-491
-13% -$103K 0.79% 39
2021
Q4 		$794K Buy
+3,746
New +$754K 0.68% 42

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

DMC Group's CAT Position: Q1 2026 in Review

DMC Group reduced its Caterpillar (CAT) stake by 8.6% in Q1 2026, selling an estimated $116K and leaving 1,767 shares worth $1.25M. The position accounts for 0.85% of the portfolio, ranked #37.

DMC Group first reported a position in CAT in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.32M in Q3 2024. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • DMC Group held 1,767 shares of Caterpillar worth $1.25M as of Q1 2026.
  • DMC Group sold 167 Caterpillar shares in Q1 2026, an estimated $116K.
  • Caterpillar made up 0.85% of DMC Group's portfolio in Q1 2026, its #37 holding.
  • DMC Group first reported a position in Caterpillar in Q4 2021 and has held it in 18 quarters since.
  • DMC Group's Caterpillar position peaked at $1.32M in Q3 2024.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on DMC Group's 13F filing for Q1 2026, filed 30 Apr 2026.