Doliver Advisors
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Doliver Advisors’s Caterpillar CAT Stock Holding History

Doliver Advisors’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
Q3 		$1.47M Hold
1,818
– – 0.32% 49
2026
Q2 		$1.94M Sell
1,818
-163
-8% -$143K 0.44% 33
2026
Q1 		$1.4M Sell
1,981
-54
-3% -$37.4K 0.32% 53
2025
Q4 		$1.17M Sell
2,035
-117
-5% -$65K 0.29% 64
2025
Q3 		$1.03M Sell
2,152
-44
-2% -$18.8K 0.27% 71
2025
Q2 		$853K Buy
2,196
+182
+9% +$60.7K 0.23% 80
2025
Q1 		$664K Buy
2,014
+496
+33% +$177K 0.19% 84
2024
Q4 		$551K Hold
1,518
– – 0.15% 92
2024
Q3 		$594K Buy
1,518
+33
+2% +$11.4K 0.16% 86
2024
Q2 		$495K Sell
1,485
-28
-2% -$9.7K 0.14% 93
2024
Q1 		$554K Sell
1,513
-7
-0.5% -$2.24K 0.16% 91
2023
Q4 		$449K Sell
1,520
-116
-7% -$30.1K 0.14% 93
2023
Q3 		$447K Sell
1,636
-159
-9% -$43.1K 0.13% 95
2023
Q2 		$442K Buy
1,795
+282
+19% +$62.9K 0.13% 108
2023
Q1 		$346K Sell
1,513
-30
-2% -$7.25K 0.11% 117
2022
Q4 		$370K Sell
1,543
-10
-0.6% -$2.18K 0.12% 99
2022
Q3 		$255K Buy
+1,553
New +$284K 0.09% 120
2022
Q2 		– Sell
-1,181
Closed -$263K – 164
2022
Q1 		$263K Buy
+1,181
New +$248K 0.08% 143

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Doliver Advisors's CAT Position: Q3 2026 in Review

Doliver Advisors held its Caterpillar (CAT) position steady in Q3 2026 at 1,818 shares worth $1.47M. The position accounts for 0.32% of the portfolio, ranked #49.

Doliver Advisors first reported a position in CAT in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.94M in Q2 2026. 2,029 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Doliver Advisors held 1,818 shares of Caterpillar worth $1.47M as of Q3 2026.
  • Doliver Advisors left its Caterpillar share count unchanged in Q3 2026.
  • Caterpillar made up 0.32% of Doliver Advisors's portfolio in Q3 2026, its #49 holding.
  • Doliver Advisors first reported a position in Caterpillar in Q1 2022 and has held it in 18 quarters since.
  • Doliver Advisors's Caterpillar position peaked at $1.94M in Q2 2026.
  • 2,029 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Doliver Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.