DFG
CAT icon

Dupree Financial Group’s Caterpillar CAT Stock Holding History

Dupree Financial Group’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 		$243K Sell
300
-13
-4% -$11K 0.09% 75
2026
Q2 		$333K Hold
313
– – 0.12% 66
2026
Q1 		$222K Sell
313
-38
-11% -$26.3K 0.09% 70
2025
Q4 		$201K Buy
+351
New +$195K 0.07% 76

Other funds holding CAT

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Dupree Financial Group's CAT Position: Q3 2026 in Review

Dupree Financial Group reduced its Caterpillar (CAT) stake by 4.2% in Q3 2026, selling an estimated $11K and leaving 300 shares worth $243K. The position accounts for 0.09% of the portfolio, ranked #75.

Dupree Financial Group first reported a position in CAT in Q4 2025 and has held it in 4 quarters since. The position peaked at $333K in Q2 2026. 214 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Dupree Financial Group held 300 shares of Caterpillar worth $243K as of Q3 2026.
  • Dupree Financial Group sold 13 Caterpillar shares in Q3 2026, an estimated $11K.
  • Caterpillar made up 0.09% of Dupree Financial Group's portfolio in Q3 2026, its #75 holding.
  • Dupree Financial Group first reported a position in Caterpillar in Q4 2025 and has held it in 4 quarters since.
  • Dupree Financial Group's Caterpillar position peaked at $333K in Q2 2026.
  • 214 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Dupree Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.