Lipe & Dalton
CAT icon

Lipe & Dalton’s Caterpillar CAT Stock Holding History

Lipe & Dalton’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 		$15K Hold
19
– – 0.01% 92
2026
Q2 		$20K Hold
19
– – 0.01% 92
2026
Q1 		$13K Buy
+19
New +$13.2K 0.01% 90

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Lipe & Dalton's CAT Position: Q3 2026 in Review

Lipe & Dalton held its Caterpillar (CAT) position steady in Q3 2026 at 19 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #92.

Lipe & Dalton first reported a position in CAT in Q1 2026 and has held it in 3 quarters since. The position peaked at $20K in Q2 2026. 1,890 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Lipe & Dalton held 19 shares of Caterpillar worth $15K as of Q3 2026.
  • Lipe & Dalton left its Caterpillar share count unchanged in Q3 2026.
  • Caterpillar made up 0.01% of Lipe & Dalton's portfolio in Q3 2026, its #92 holding.
  • Lipe & Dalton first reported a position in Caterpillar in Q1 2026 and has held it in 3 quarters since.
  • Lipe & Dalton's Caterpillar position peaked at $20K in Q2 2026.
  • 1,890 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Lipe & Dalton's 13F filing for Q3 2026, filed 15 Oct 2026.