D'Orazio & Associates’s Caterpillar CAT Stock Holding History

D'Orazio & Associates’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	$906K	Buy	1,118 +42	+4%	+$35.6K	0.1%	76
2026 Q2	$1.15M	Buy	1,076 +5	+0.5%	+$4.39K	0.13%	60
2026 Q1	$758K	Buy	1,071 +8	+0.8%	+$5.54K	0.1%	80
2025 Q4	$609K	Buy	1,063 +34	+3%	+$18.9K	0.08%	102
2025 Q3	$491K	Buy	1,029 +17	+2%	+$7.26K	0.06%	116
2025 Q2	$393K	Buy	1,012 +27	+3%	+$9K	0.06%	133
2025 Q1	$325K	Buy	985 +36	+4%	+$12.8K	0.05%	158
2024 Q4	$344K	Buy	949 +104	+12%	+$40.3K	0.05%	130
2024 Q3	$330K	Sell	845 -25	-3%	-$8.63K	0.05%	136
2024 Q2	$290K	Buy	870 +35	+4%	+$12.1K	0.04%	135
2024 Q1	$306K	Buy	835 +32	+4%	+$10.2K	0.05%	128
2023 Q4	$237K	Buy	803 +6	+0.8%	+$1.56K	0.04%	139
2023 Q3	$218K	Buy	+797	New	+$216K	0.05%	123
2021 Q4	–	Sell	-971	Closed	-$186K	–	193
2021 Q3	$186K	Buy	971 +67	+7%	+$14K	0.05%	94
2021 Q2	$197K	Hold	904	–	–	0.05%	84
2021 Q1	$210K	Hold	904	–	–	0.06%	76
2020 Q4	$165K	Buy	904 +104	+13%	+$17.6K	0.05%	84
2020 Q3	$119K	Hold	800	–	–	0.05%	90
2020 Q2	$101K	Hold	800	–	–	0.04%	94
2020 Q1	$93K	Hold	800	–	–	0.05%	91
2019 Q4	$118K	Sell	800 -20	-2%	-$2.79K	0.03%	99
2019 Q3	$104K	Hold	820	–	–	0.03%	102
2019 Q2	$112K	Buy	820 +120	+17%	+$15.9K	0.03%	96
2019 Q1	$95K	Hold	700	–	–	0.03%	106
2018 Q4	$89K	Hold	700	–	–	0.03%	91
2018 Q3	$107K	Hold	700	–	–	0.04%	81
2018 Q2	$95K	Hold	700	–	–	0.04%	83
2018 Q1	$103K	Hold	700	–	–	0.04%	77
2017 Q4	$110K	Hold	700	–	–	0.04%	81
2017 Q3	$87K	Sell	700 -10	-1%	-$1.15K	0.03%	82
2017 Q2	$76K	Buy	710 +10	+1%	+$1.02K	0.03%	94
2017 Q1	$65K	Hold	700	–	–	0.03%	102
2016 Q4	$65K	Hold	700	–	–	0.03%	95
2016 Q3	$62K	Hold	700	–	–	0.02%	97
2016 Q2	$53K	Hold	700	–	–	0.02%	108
2016 Q1	$53K	Hold	700	–	–	0.02%	111
2015 Q4	$48K	Hold	700	–	–	0.02%	99
2015 Q3	$50K	Hold	700	–	–	0.03%	98
2015 Q2	$60K	Hold	700	–	–	0.04%	83
2015 Q1	$56K	Hold	700	–	–	0.04%	89
2014 Q4	$64K	Hold	700	–	–	0.04%	76
2014 Q3	$69K	Hold	700	–	–	0.05%	68
2014 Q2	$76K	Hold	700	–	–	0.06%	62
2014 Q1	$70K	Hold	700	–	–	0.06%	62
2013 Q4	$64K	Buy	+700	New	+$59.8K	0.05%	60

Other funds holding CAT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

D'Orazio & Associates's CAT Position: Q3 2026 in Review

D'Orazio & Associates increased its Caterpillar (CAT) stake by 3.9% in Q3 2026, buying an estimated $35.6K and bringing the position to 1,118 shares worth $906K. The position accounts for 0.1% of the portfolio, ranked #76.

D'Orazio & Associates first reported a position in CAT in Q4 2013 and has held it in 45 quarters since. The position peaked at $1.15M in Q2 2026. 2,402 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

D'Orazio & Associates held 1,118 shares of Caterpillar worth $906K as of Q3 2026.
D'Orazio & Associates bought 42 Caterpillar shares in Q3 2026, an estimated $35.6K.
Caterpillar made up 0.1% of D'Orazio & Associates's portfolio in Q3 2026, its #76 holding.
D'Orazio & Associates first reported a position in Caterpillar in Q4 2013 and has held it in 45 quarters since.
D'Orazio & Associates's Caterpillar position peaked at $1.15M in Q2 2026.
2,402 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on D'Orazio & Associates's 13F filing for Q3 2026, filed 4 Nov 2026.