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Dover Advisors’s Caterpillar CAT Stock Holding History

Dover 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
Q2 		$576K Buy
1,005
+208
+26% +$183K 0.24% 91
2026
Q1 		$565K Sell
797
-208
-21% -$144K 0.23% 96
2025
Q4 		$576K Hold
1,005
– – 0.22% 98
2025
Q3 		$479K Sell
1,005
-7
-0.7% -$2.99K 0.19% 107
2025
Q2 		$393K Buy
1,012
+69
+7% +$23K 0.17% 112
2025
Q1 		$311K Buy
943
+231
+32% +$82.3K 0.14% 127
2024
Q4 		$258K Hold
712
– – 0.15% 116
2024
Q3 		$278K Hold
712
– – 0.16% 115
2024
Q2 		$237K Buy
712
+15
+2% +$5.2K 0.15% 119
2024
Q1 		$255K Buy
+697
New +$223K 0.18% 106

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Dover Advisors's CAT Position: Q2 2026 in Review

Dover Advisors increased its Caterpillar (CAT) stake by 26% in Q2 2026, buying an estimated $183K and bringing the position to 1,005 shares worth $576K. The position accounts for 0.24% of the portfolio, ranked #91.

Dover Advisors first reported a position in CAT in Q1 2024 and has held it in 10 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Dover Advisors held 1,005 shares of Caterpillar worth $576K as of Q2 2026.
  • Dover Advisors bought 208 Caterpillar shares in Q2 2026, an estimated $183K.
  • Caterpillar made up 0.24% of Dover Advisors's portfolio in Q2 2026, its #91 holding.
  • Dover Advisors first reported a position in Caterpillar in Q1 2024 and has held it in 10 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Dover Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.