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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

DZ Bank's CAT Position: Q1 2026 in Review

DZ Bank increased its Caterpillar (CAT) stake by 19% in Q1 2026, buying an estimated $101M and bringing the position to 918,660 shares worth $651M. The position accounts for 0.58% of the portfolio, ranked #49.

DZ Bank first reported a position in CAT in Q4 2016 and has held it in 38 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • DZ Bank held 918,660 shares of Caterpillar worth $651M as of Q1 2026.
  • DZ Bank bought 145,484 Caterpillar shares in Q1 2026, an estimated $101M.
  • Caterpillar made up 0.58% of DZ Bank's portfolio in Q1 2026, its #49 holding.
  • DZ Bank first reported a position in Caterpillar in Q4 2016 and has held it in 38 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on DZ Bank's 13F filing for Q1 2026, filed 15 May 2026.