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DNCA Finance’s Caterpillar CAT Stock Holding History

DNCA Finance’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 		$95.8K Buy
+90
New +$79.1K ﹤0.01% 115
2025
Q1 		– Sell
-40,000
Closed -$14.5M – 138
2024
Q4 		$14.5M Sell
40,000
-6,400
-14% -$2.48M 1.13% 27
2024
Q3 		$18.1M Buy
46,400
+5,530
+14% +$1.91M 1.56% 17
2024
Q2 		$13.6M Buy
+40,870
New +$14.2M 1.17% 22

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

DNCA Finance's CAT Position: Q2 2026 in Review

DNCA Finance opened a new position in Caterpillar (CAT) in Q2 2026: 90 shares worth $95.8K. The stake represents ﹤0.01% of the portfolio and ranks #115 among its holdings. This is a return to the name: DNCA Finance previously reported a position in CAT as recently as Q4 2024.

DNCA Finance first reported a position in CAT in Q2 2024 and has held it in 4 quarters since. The position peaked at $18.1M in Q3 2024. 4,052 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • DNCA Finance held 90 shares of Caterpillar worth $95.8K as of Q2 2026.
  • Caterpillar was a new DNCA Finance position in Q2 2026.
  • Caterpillar made up ﹤0.01% of DNCA Finance's portfolio in Q2 2026, its #115 holding.
  • DNCA Finance first reported a position in Caterpillar in Q2 2024 and has held it in 4 quarters since.
  • DNCA Finance's Caterpillar position peaked at $18.1M in Q3 2024.
  • 4,052 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on DNCA Finance's 13F filing for Q2 2026, filed 13 Aug 2026.