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Dorsey & Whitney Trust’s Caterpillar CAT Stock Holding History

Dorsey & Whitney Trust’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 		$4.94M Sell
6,979
-294
-4% -$204K 0.27% 81
2025
Q4 		$4.17M Buy
7,273
+67
+0.9% +$37.2K 0.22% 98
2025
Q3 		$3.44M Buy
7,206
+82
+1% +$35K 0.18% 116
2025
Q2 		$2.77M Sell
7,124
-415
-6% -$138K 0.15% 133
2025
Q1 		$2.49M Buy
7,539
+86
+1% +$30.6K 0.14% 136
2024
Q4 		$2.7M Sell
7,453
-134
-2% -$52K 0.15% 130
2024
Q3 		$2.97M Buy
7,587
+547
+8% +$189K 0.16% 122
2024
Q2 		$2.35M Sell
7,040
-256
-4% -$88.8K 0.16% 121
2024
Q1 		$2.67M Sell
7,296
-413
-5% -$132K 0.18% 114
2023
Q4 		$2.28M Buy
7,709
+131
+2% +$34K 0.17% 123
2023
Q3 		$2.07M Sell
7,578
-149
-2% -$40.4K 0.18% 122
2023
Q2 		$1.9M Buy
7,727
+231
+3% +$51.5K 0.16% 134
2023
Q1 		$1.72M Sell
7,496
-415
-5% -$100K 0.16% 136
2022
Q4 		$1.89M Sell
7,911
-433
-5% -$94.3K 0.18% 124
2022
Q3 		$1.37M Sell
8,344
-150
-2% -$27.4K 0.14% 145
2022
Q2 		$1.52M Buy
8,494
+159
+2% +$33.5K 0.15% 136
2022
Q1 		$1.86M Buy
8,335
+112
+1% +$23.5K 0.16% 128
2021
Q4 		$1.7M Sell
8,223
-973
-11% -$196K 0.14% 142
2021
Q3 		$1.76M Sell
9,196
-133
-1% -$27.7K 0.16% 128
2021
Q2 		$2.03M Sell
9,329
-422
-4% -$97.5K 0.19% 114
2021
Q1 		$2.26M Buy
9,751
+236
+2% +$48.9K 0.23% 105
2020
Q4 		$1.73M Buy
9,515
+736
+8% +$125K 0.2% 111
2020
Q3 		$1.31M Buy
8,779
+1,558
+22% +$219K 0.17% 124
2020
Q2 		$913K Sell
7,221
-28
-0.4% -$3.32K 0.13% 155
2020
Q1 		$841K Sell
7,249
-90
-1% -$11.5K 0.14% 144
2019
Q4 		$1.08M Buy
7,339
+663
+10% +$92.5K 0.14% 139
2019
Q3 		$844K Buy
6,676
+432
+7% +$54.9K 0.12% 153
2019
Q2 		$853K Sell
6,244
-69
-1% -$9.12K 0.13% 145
2019
Q1 		$854K Sell
6,313
-861
-12% -$114K 0.13% 141
2018
Q4 		$912K Buy
7,174
+98
+1% +$12.8K 0.16% 127
2018
Q3 		$1.08M Buy
7,076
+630
+10% +$89.1K 0.17% 121
2018
Q2 		$874K Buy
6,446
+363
+6% +$54.2K 0.15% 127
2018
Q1 		$896K Buy
6,083
+10
+0.2% +$1.58K 0.16% 115
2017
Q4 		$957K Hold
6,073
– – 0.18% 103
2017
Q3 		$758K Sell
6,073
-5
-0.1% -$576 0.15% 114
2017
Q2 		$654K Buy
6,078
+870
+17% +$88.4K 0.13% 129
2017
Q1 		$483K Buy
5,208
+400
+8% +$37.9K 0.1% 163
2016
Q4 		$446K Sell
4,808
-177
-4% -$16K 0.1% 144
2016
Q3 		$443K Buy
4,985
+746
+18% +$61K 0.1% 149
2016
Q2 		$321K Buy
4,239
+708
+20% +$53K 0.07% 181
2016
Q1 		$270K Sell
3,531
-116
-3% -$7.78K 0.07% 188
2015
Q4 		$249K Buy
+3,647
New +$255K 0.07% 201
2015
Q3 		– Sell
-3,078
Closed -$261K – 253
2015
Q2 		$261K Buy
3,078
+23
+0.8% +$1.98K 0.07% 194
2015
Q1 		$245K Sell
3,055
-69
-2% -$5.73K 0.06% 205
2014
Q4 		$286K Sell
3,124
-622
-17% -$60.5K 0.07% 183
2014
Q3 		$372K Hold
3,746
– – 0.1% 160
2014
Q2 		$407K Sell
3,746
-100
-3% -$10.5K 0.09% 152
2014
Q1 		$382K Buy
3,846
+122
+3% +$11.5K 0.09% 155
2013
Q4 		$337K Hold
3,724
– – 0.09% 176
2013
Q3 		$311K Buy
3,724
+654
+21% +$55.3K 0.09% 170
2013
Q2 		$254K Buy
+3,070
New +$261K 0.08% 182

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

Dorsey & Whitney Trust's CAT Position: Q1 2026 in Review

Dorsey & Whitney Trust reduced its Caterpillar (CAT) stake by 4% in Q1 2026, selling an estimated $204K and leaving 6,979 shares worth $4.94M. The position accounts for 0.27% of the portfolio, ranked #81.

Dorsey & Whitney Trust first reported a position in CAT in Q2 2013 and has held it in 51 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Dorsey & Whitney Trust held 6,979 shares of Caterpillar worth $4.94M as of Q1 2026.
  • Dorsey & Whitney Trust sold 294 Caterpillar shares in Q1 2026, an estimated $204K.
  • Caterpillar made up 0.27% of Dorsey & Whitney Trust's portfolio in Q1 2026, its #81 holding.
  • Dorsey & Whitney Trust first reported a position in Caterpillar in Q2 2013 and has held it in 51 quarters since.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.