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Dudley Capital Management’s Caterpillar CAT Stock Holding History

Dudley Capital Management’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 		$2.19M Hold
2,055
– – 0.87% 29
2026
Q1 		$1.46M Sell
2,055
-1
-0% -$693 0.64% 42
2025
Q4 		$1.18M Buy
2,056
+1
+0% +$556 0.51% 49
2025
Q3 		$981K Sell
2,055
-14
-0.7% -$5.98K 0.44% 53
2025
Q2 		$803K Sell
2,069
-14
-0.7% -$4.67K 0.4% 61
2025
Q1 		$687K Sell
2,083
-74
-3% -$26.4K 0.36% 65
2024
Q4 		$782K Sell
2,157
-4
-0.2% -$1.55K 0.39% 61
2024
Q3 		$845K Buy
2,161
+207
+11% +$71.5K 0.44% 60
2024
Q2 		$651K Buy
1,954
+348
+22% +$121K 0.36% 63
2024
Q1 		$584K Buy
1,606
+420
+35% +$134K 0.34% 67
2023
Q4 		$351K Buy
1,186
+7
+0.6% +$1.82K 0.22% 84
2023
Q3 		$322K Sell
1,179
-19
-2% -$5.15K 0.23% 82
2023
Q2 		$295K Sell
1,198
-138
-10% -$30.8K 0.2% 87
2023
Q1 		$306K Buy
1,336
+51
+4% +$12.3K 0.21% 89
2022
Q4 		$308K Buy
+1,285
New +$280K 0.22% 89

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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

Dudley Capital Management's CAT Position: Q2 2026 in Review

Dudley Capital Management held its Caterpillar (CAT) position steady in Q2 2026 at 2,055 shares worth $2.19M. The position accounts for 0.87% of the portfolio, ranked #29.

Dudley Capital Management first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Dudley Capital Management held 2,055 shares of Caterpillar worth $2.19M as of Q2 2026.
  • Dudley Capital Management left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.87% of Dudley Capital Management's portfolio in Q2 2026, its #29 holding.
  • Dudley Capital Management first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Dudley Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.