DF
CAT icon

Dunhill Financial’s Caterpillar CAT Stock Holding History

Dunhill Financial’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 		$311K Sell
292
-3
-1% -$2.63K 0.06% 113
2026
Q1 		$209K Hold
295
– – 0.05% 150
2025
Q4 		$169K Buy
295
+10
+4% +$5.56K 0.04% 150
2025
Q3 		$136K Buy
285
+101
+55% +$43.1K 0.04% 156
2025
Q2 		$71.7K Sell
184
-1
-0.5% -$333 0.02% 201
2025
Q1 		$61.1K Sell
185
-20
-10% -$7.12K 0.03% 175
2024
Q4 		$74.5K Buy
205
+36
+21% +$14K 0.03% 152
2024
Q3 		$66K Buy
169
+54
+47% +$18.6K 0.03% 144
2024
Q2 		$38.4K Buy
115
+10
+10% +$3.47K 0.02% 159
2024
Q1 		$38.6K Buy
105
+7
+7% +$2.24K 0.03% 129
2023
Q4 		$29.1K Buy
+98
New +$25.4K 0.03% 131

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

Dunhill Financial's CAT Position: Q2 2026 in Review

Dunhill Financial reduced its Caterpillar (CAT) stake by 1% in Q2 2026, selling an estimated $2.63K and leaving 292 shares worth $311K. The position accounts for 0.06% of the portfolio, ranked #113.

Dunhill Financial first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Dunhill Financial held 292 shares of Caterpillar worth $311K as of Q2 2026.
  • Dunhill Financial sold 3 Caterpillar shares in Q2 2026, an estimated $2.63K.
  • Caterpillar made up 0.06% of Dunhill Financial's portfolio in Q2 2026, its #113 holding.
  • Dunhill Financial first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
  • 4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.