Dynamic Technology Lab’s Caterpillar CAT Stock Holding History

Dynamic Technology Lab’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	$313K	Buy	+294	New	+$258K	0.07%	436
2023 Q3	–	Sell	-5,360	Closed	-$1.32M	–	981
2023 Q2	$1.32M	Buy	+5,360	New	+$1.2M	0.17%	178
2022 Q3	–	Sell	-9,100	Closed	-$1.63M	–	1149
2022 Q2	$1.63M	Buy	+9,100	New	+$1.92M	0.18%	154
2021 Q3	–	Sell	-1,974	Closed	-$430K	–	1119
2021 Q2	$430K	Buy	+1,974	New	+$456K	0.04%	650
2018 Q3	–	Sell	-17,785	Closed	-$2.41M	–	1038
2018 Q2	$2.41M	Buy	+17,785	New	+$2.66M	0.36%	26
2017 Q4	–	Sell	-14,381	Closed	-$1.79M	–	1028
2017 Q3	$1.79M	Buy	+14,381	New	+$1.66M	0.29%	32

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Dynamic Technology Lab's CAT Position: Q2 2026 in Review

Dynamic Technology Lab opened a new position in Caterpillar (CAT) in Q2 2026: 294 shares worth $313K. The stake represents 0.07% of the portfolio and ranks #436 among its holdings. This is a return to the name: Dynamic Technology Lab previously reported a position in CAT as recently as Q2 2023.

Dynamic Technology Lab first reported a position in CAT in Q3 2017 and has held it in 6 quarters since. The position peaked at $2.41M in Q2 2018. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Dynamic Technology Lab held 294 shares of Caterpillar worth $313K as of Q2 2026.
Caterpillar was a new Dynamic Technology Lab position in Q2 2026.
Caterpillar made up 0.07% of Dynamic Technology Lab's portfolio in Q2 2026, its #436 holding.
Dynamic Technology Lab first reported a position in Caterpillar in Q3 2017 and has held it in 6 quarters since.
Dynamic Technology Lab's Caterpillar position peaked at $2.41M in Q2 2018.
4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Dynamic Technology Lab's 13F filing for Q2 2026, filed 13 Aug 2026.