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Dorval Corp’s Caterpillar CAT Stock Holding History

Dorval Corp’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 		$671K Buy
630
+130
+26% +$114K 0.19% 29
2026
Q1 		$354K Hold
500
– – 0.11% 36
2025
Q4 		$286K Hold
500
– – 0.09% 36
2025
Q3 		$239K Buy
+500
New +$213K 0.08% 39

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Dorval Corp's CAT Position: Q2 2026 in Review

Dorval Corp increased its Caterpillar (CAT) stake by 26% in Q2 2026, buying an estimated $114K and bringing the position to 630 shares worth $671K. The position accounts for 0.19% of the portfolio, ranked #29.

Dorval Corp first reported a position in CAT in Q3 2025 and has held it in 4 quarters since. 1,873 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Dorval Corp held 630 shares of Caterpillar worth $671K as of Q2 2026.
  • Dorval Corp bought 130 Caterpillar shares in Q2 2026, an estimated $114K.
  • Caterpillar made up 0.19% of Dorval Corp's portfolio in Q2 2026, its #29 holding.
  • Dorval Corp first reported a position in Caterpillar in Q3 2025 and has held it in 4 quarters since.
  • 1,873 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Dorval Corp's 13F filing for Q2 2026, filed 24 Jul 2026.