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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
Q3 		$1.99M Buy
2,449
+394
+19% +$334K 0.77% 31
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 $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Dudley Capital Management's CAT Position: Q3 2026 in Review

Dudley Capital Management increased its Caterpillar (CAT) stake by 19% in Q3 2026, buying an estimated $334K and bringing the position to 2,449 shares worth $1.99M. The position accounts for 0.77% of the portfolio, ranked #31.

Dudley Capital Management first reported a position in CAT in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.19M in Q2 2026. 1,772 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Dudley Capital Management held 2,449 shares of Caterpillar worth $1.99M as of Q3 2026.
  • Dudley Capital Management bought 394 Caterpillar shares in Q3 2026, an estimated $334K.
  • Caterpillar made up 0.77% of Dudley Capital Management's portfolio in Q3 2026, its #31 holding.
  • Dudley Capital Management first reported a position in Caterpillar in Q4 2022 and has held it in 16 quarters since.
  • Dudley Capital Management's Caterpillar position peaked at $2.19M in Q2 2026.
  • 1,772 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Dudley Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.