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DT Investment Partners’s Caterpillar CAT Stock Holding History

DT Investment Partners’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 		$7.61M Buy
7,148
+45
+0.6% +$39.5K 0.57% 34
2026
Q1 		$5.03M Sell
7,103
-115
-2% -$79.7K 0.42% 40
2025
Q4 		$4.13M Sell
7,218
-637
-8% -$354K 0.34% 46
2025
Q3 		$3.75M Sell
7,855
-1,840
-19% -$786K 0.32% 46
2025
Q2 		$3.76M Sell
9,695
-753
-7% -$251K 0.34% 46
2025
Q1 		$3.45M Sell
10,448
-2,026
-16% -$722K 0.33% 45
2024
Q4 		$4.53M Sell
12,474
-180
-1% -$69.8K 0.38% 40
2024
Q3 		$4.95M Buy
12,654
+97
+0.8% +$33.5K 0.4% 41
2024
Q2 		$4.18M Buy
12,557
+18
+0.1% +$6.24K 0.37% 44
2024
Q1 		$4.59M Sell
12,539
-1,157
-8% -$370K 0.46% 36
2023
Q4 		$4.17M Sell
13,696
-699
-5% -$181K 0.45% 36
2023
Q3 		$3.93M Sell
14,395
-137
-0.9% -$37.2K 0.48% 38
2023
Q2 		$4.19M Sell
14,532
-116
-0.8% -$25.9K 0.48% 36
2023
Q1 		$3.18M Buy
14,648
+13
+0.1% +$3.14K 0.39% 40
2022
Q4 		$3.51M Buy
14,635
+40
+0.3% +$8.71K 0.46% 39
2022
Q3 		$2.39M Sell
14,595
-1,268
-8% -$232K 0.39% 39
2022
Q2 		$2.83M Sell
15,863
-859
-5% -$181K 0.42% 37
2022
Q1 		$3.73M Buy
16,722
+1,643
+11% +$345K 0.48% 37
2021
Q4 		$3.12M Sell
15,079
-581
-4% -$117K 0.41% 39
2021
Q3 		$3.01M Buy
15,660
+1,967
+14% +$410K 0.4% 40
2021
Q2 		$2.98M Buy
13,693
+276
+2% +$63.7K 0.41% 39
2021
Q1 		$3.11M Sell
13,417
-2,667
-17% -$552K 0.45% 39
2020
Q4 		$2.93M Sell
16,084
-3,179
-17% -$539K 0.47% 35
2020
Q3 		$2.87M Sell
19,263
-846
-4% -$119K 0.41% 31
2020
Q2 		$2.54M Buy
20,109
+8,514
+73% +$1.01M 0.32% 34
2020
Q1 		$1.34M Sell
11,595
-1,705
-13% -$218K 0.22% 42
2019
Q4 		$1.96M Buy
+13,300
New +$1.86M 0.18% 77

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

DT Investment Partners's CAT Position: Q2 2026 in Review

DT Investment Partners increased its Caterpillar (CAT) stake by 0.63% in Q2 2026, buying an estimated $39.5K and bringing the position to 7,148 shares worth $7.61M. The position accounts for 0.57% of the portfolio, ranked #34.

DT Investment Partners first reported a position in CAT in Q4 2019 and has held it in 27 quarters since. 4,042 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • DT Investment Partners held 7,148 shares of Caterpillar worth $7.61M as of Q2 2026.
  • DT Investment Partners bought 45 Caterpillar shares in Q2 2026, an estimated $39.5K.
  • Caterpillar made up 0.57% of DT Investment Partners's portfolio in Q2 2026, its #34 holding.
  • DT Investment Partners first reported a position in Caterpillar in Q4 2019 and has held it in 27 quarters since.
  • 4,042 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on DT Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.