DCM
CAT icon

Donaldson Capital Management’s Caterpillar CAT Stock Holding History

Donaldson Capital Management’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 		$2.89M Sell
4,082
-54
-1% -$37.4K 0.09% 92
2025
Q4 		$2.37M Hold
4,136
– – 0.08% 100
2025
Q3 		$1.97M Sell
4,136
-400
-9% -$171K 0.06% 104
2025
Q2 		$1.76M Sell
4,536
-105
-2% -$35K 0.06% 106
2025
Q1 		$1.53M Sell
4,641
-5
-0.1% -$1.78K 0.06% 115
2024
Q4 		$1.69M Sell
4,646
-23
-0.5% -$8.92K 0.06% 117
2024
Q3 		$1.83M Sell
4,669
-80
-2% -$27.6K 0.07% 111
2024
Q2 		$1.58M Sell
4,749
-5,591
-54% -$1.94M 0.07% 110
2024
Q1 		$3.79M Sell
10,340
-33
-0.3% -$10.5K 0.16% 71
2023
Q4 		$3.07M Sell
10,373
-216
-2% -$56K 0.14% 73
2023
Q3 		$2.89M Sell
10,589
-513
-5% -$139K 0.14% 74
2023
Q2 		$2.73M Sell
11,102
-140
-1% -$31.2K 0.12% 78
2023
Q1 		$2.57M Sell
11,242
-184
-2% -$44.5K 0.12% 80
2022
Q4 		$2.74M Buy
11,426
+56
+0.5% +$12.2K 0.13% 80
2022
Q3 		$1.87M Buy
11,370
+1,500
+15% +$274K 0.1% 82
2022
Q2 		$1.76M Sell
9,870
-115
-1% -$24.2K 0.09% 86
2022
Q1 		$2.23M Buy
9,985
+678
+7% +$142K 0.1% 79
2021
Q4 		$1.92M Hold
9,307
– – 0.08% 89
2021
Q3 		$1.79M Sell
9,307
-779
-8% -$162K 0.09% 88
2021
Q2 		$2.19M Sell
10,086
-229
-2% -$52.9K 0.11% 82
2021
Q1 		$2.39M Buy
10,315
+340
+3% +$70.4K 0.13% 79
2020
Q4 		$1.82M Sell
9,975
-6,599
-40% -$1.12M 0.11% 79
2020
Q3 		$2.47M Hold
16,574
– – 0.17% 71
2020
Q2 		$2.1M Sell
16,574
-100
-0.6% -$11.9K 0.15% 68
2020
Q1 		$1.94M Sell
16,674
-126
-0.8% -$16.1K 0.17% 64
2019
Q4 		$2.48M Buy
16,800
+300
+2% +$41.9K 0.17% 70
2019
Q3 		$2.08M Buy
16,500
+250
+2% +$31.8K 0.15% 72
2019
Q2 		$2.21M Hold
16,250
– – 0.18% 60
2019
Q1 		$2.2M Sell
16,250
-100
-0.6% -$13.3K 0.2% 56
2018
Q4 		$2.08M Sell
16,350
-48
-0.3% -$6.25K 0.21% 56
2018
Q3 		$2.5M Buy
16,398
+56
+0.3% +$7.92K 0.22% 56
2018
Q2 		$2.22M Sell
16,342
-109
-0.7% -$16.3K 0.22% 56
2018
Q1 		$2.42M Sell
16,451
-15
-0.1% -$2.37K 0.24% 59
2017
Q4 		$2.6M Hold
16,466
– – 0.25% 58
2017
Q3 		$2.05M Buy
16,466
+154
+0.9% +$17.7K 0.22% 63
2017
Q2 		$1.75M Sell
16,312
-190
-1% -$19.3K 0.2% 62
2017
Q1 		$1.53M Sell
16,502
-195
-1% -$18.5K 0.18% 63
2016
Q4 		$1.55M Sell
16,697
-2,898
-15% -$263K 0.19% 62
2016
Q3 		$1.74M Buy
+19,595
New +$1.6M 0.23% 53

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

Donaldson Capital Management's CAT Position: Q1 2026 in Review

Donaldson Capital Management reduced its Caterpillar (CAT) stake by 1.3% in Q1 2026, selling an estimated $37.4K and leaving 4,082 shares worth $2.89M. The position accounts for 0.09% of the portfolio, ranked #92.

Donaldson Capital Management first reported a position in CAT in Q3 2016 and has held it in 39 quarters since. The position peaked at $3.79M in Q1 2024. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Donaldson Capital Management held 4,082 shares of Caterpillar worth $2.89M as of Q1 2026.
  • Donaldson Capital Management sold 54 Caterpillar shares in Q1 2026, an estimated $37.4K.
  • Caterpillar made up 0.09% of Donaldson Capital Management's portfolio in Q1 2026, its #92 holding.
  • Donaldson Capital Management first reported a position in Caterpillar in Q3 2016 and has held it in 39 quarters since.
  • Donaldson Capital Management's Caterpillar position peaked at $3.79M in Q1 2024.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Donaldson Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.