Morgan Dempsey Capital Management’s Caterpillar CAT Stock Holding History

Morgan Dempsey Capital Management’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 Q1	$117K	Hold	165	–	–	0.05%	68
2025 Q4	$94.5K	Hold	165	–	–	0.05%	74
2025 Q3	$78.7K	Sell	165 -15	-8%	-$6.4K	0.04%	79
2025 Q2	$69.9K	Hold	180	–	–	0.03%	80
2025 Q1	$59.4K	Sell	180 -20	-10%	-$7.12K	0.02%	72
2024 Q4	$72.6K	Hold	200	–	–	0.03%	67
2024 Q3	$78.2K	Hold	200	–	–	0.03%	64
2024 Q2	$66.6K	Hold	200	–	–	0.02%	62
2024 Q1	$73.3K	Hold	200	–	–	0.02%	55
2023 Q4	$59.1K	Hold	200	–	–	0.02%	63
2023 Q3	$54.6K	Hold	200	–	–	0.02%	59
2023 Q2	$49.2K	Hold	200	–	–	0.01%	65
2023 Q1	$45.8K	Hold	200	–	–	0.01%	66
2022 Q4	$47.9K	Hold	200	–	–	0.01%	68
2022 Q3	$33K	Buy	+200	New	+$36.5K	0.01%	69

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Dempsey Capital Management's CAT Position: Q1 2026 in Review

Morgan Dempsey Capital Management held its Caterpillar (CAT) position steady in Q1 2026 at 165 shares worth $117K. The position accounts for 0.05% of the portfolio, ranked #68.

Morgan Dempsey Capital Management first reported a position in CAT in Q3 2022 and has held it in 15 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Morgan Dempsey Capital Management held 165 shares of Caterpillar worth $117K as of Q1 2026.
Morgan Dempsey Capital Management left its Caterpillar share count unchanged in Q1 2026.
Caterpillar made up 0.05% of Morgan Dempsey Capital Management's portfolio in Q1 2026, its #68 holding.
Morgan Dempsey Capital Management first reported a position in Caterpillar in Q3 2022 and has held it in 15 quarters since.
3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Morgan Dempsey Capital Management's 13F filing for Q1 2026, filed 6 May 2026.