DZ Bank
CAT icon

DZ Bank’s Caterpillar CAT Stock Holding History

DZ Bank’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
2019
Q3 		– Sell
-74,700
Closed -$10.2M – 766
2019
Q2 		$10.2M Hold
74,700
– – 0.03% 267
2019
Q1 		$10.1M Buy
74,700
+7,100
+11% +$943K 0.03% 263
2018
Q4 		$8.63M Buy
67,600
+53,100
+366% +$6.91M 0.03% 265
2018
Q3 		$2.21M Sell
14,500
-13,000
-47% -$1.84M 0.01% 440
2018
Q2 		$3.73M Buy
27,500
+7,500
+38% +$1.12M 0.01% 415
2018
Q1 		$2.93M Buy
+20,000
New +$3.16M 0.01% 479

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

DZ Bank's CAT Position: Q2 2026 in Review

DZ Bank reduced its Caterpillar (CAT) stake by 37% in Q2 2026, selling an estimated $299M and leaving 577,808 shares worth $615M. The position accounts for 0.47% of the portfolio, ranked #55.

DZ Bank first reported a position in CAT in Q4 2016 and has held it in 39 quarters since. The position peaked at $651M in Q1 2026. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • DZ Bank held 577,808 shares of Caterpillar worth $615M as of Q2 2026.
  • DZ Bank sold 340,852 Caterpillar shares in Q2 2026, an estimated $299M.
  • Caterpillar made up 0.47% of DZ Bank's portfolio in Q2 2026, its #55 holding.
  • DZ Bank first reported a position in Caterpillar in Q4 2016 and has held it in 39 quarters since.
  • DZ Bank's Caterpillar position peaked at $651M in Q1 2026.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on DZ Bank's 13F filing for Q2 2026, filed 14 Aug 2026.