DMKC Advisory Services’s Caterpillar CAT Stock Holding History

DMKC Advisory Services’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	$887K	Sell	833 -10,035	-92%	-$8.82M	0.17%	65
2026 Q1	$7.7M	Buy	10,868 +37	+0.3%	+$25.6K	3.21%	6
2025 Q4	$6.2M	Buy	10,831 +479	+5%	+$266K	2.72%	10
2025 Q3	$4.94M	Sell	10,352 -422	-4%	-$180K	2.51%	11
2025 Q2	$4.5M	Buy	10,774 +3,960	+58%	+$1.32M	2.36%	13
2025 Q1	$2.25M	Sell	6,814 -15	-0.2%	-$5.34K	2.02%	14
2024 Q4	$2.48M	Buy	+6,829	New	+$2.65M	2.25%	12

Other funds holding CAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

DMKC Advisory Services's CAT Position: Q2 2026 in Review

DMKC Advisory Services reduced its Caterpillar (CAT) stake by 92% in Q2 2026, selling an estimated $8.82M and leaving 833 shares worth $887K. The position accounts for 0.17% of the portfolio, ranked #65.

DMKC Advisory Services first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.7M in Q1 2026. 837 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

DMKC Advisory Services held 833 shares of Caterpillar worth $887K as of Q2 2026.
DMKC Advisory Services sold 10,035 Caterpillar shares in Q2 2026, an estimated $8.82M.
Caterpillar made up 0.17% of DMKC Advisory Services's portfolio in Q2 2026, its #65 holding.
DMKC Advisory Services first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
DMKC Advisory Services's Caterpillar position peaked at $7.7M in Q1 2026.
837 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on DMKC Advisory Services's 13F filing for Q2 2026, filed 7 Jul 2026.