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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
Q2 		$1.78M Sell
1,672
-95
-5% -$83.5K 1.22% 21
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 $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

DMC Group's CAT Position: Q2 2026 in Review

DMC Group reduced its Caterpillar (CAT) stake by 5.4% in Q2 2026, selling an estimated $83.5K and leaving 1,672 shares worth $1.78M. The position accounts for 1.22% of the portfolio, ranked #21.

DMC Group first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. 4,047 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • DMC Group held 1,672 shares of Caterpillar worth $1.78M as of Q2 2026.
  • DMC Group sold 95 Caterpillar shares in Q2 2026, an estimated $83.5K.
  • Caterpillar made up 1.22% of DMC Group's portfolio in Q2 2026, its #21 holding.
  • DMC Group first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
  • 4,047 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on DMC Group's 13F filing for Q2 2026, filed 28 Jul 2026.