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 Q2	$170K	Sell	160 -5	-3%	-$4.39K	0.07%	61
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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Morgan Dempsey Capital Management's CAT Position: Q2 2026 in Review

Morgan Dempsey Capital Management reduced its Caterpillar (CAT) stake by 3% in Q2 2026, selling an estimated $4.39K and leaving 160 shares worth $170K. The position accounts for 0.07% of the portfolio, ranked #61.

Morgan Dempsey Capital Management first reported a position in CAT in Q3 2022 and has held it in 16 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Morgan Dempsey Capital Management held 160 shares of Caterpillar worth $170K as of Q2 2026.
Morgan Dempsey Capital Management sold 5 Caterpillar shares in Q2 2026, an estimated $4.39K.
Caterpillar made up 0.07% of Morgan Dempsey Capital Management's portfolio in Q2 2026, its #61 holding.
Morgan Dempsey Capital Management first reported a position in Caterpillar in Q3 2022 and has held it in 16 quarters since.
4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Morgan Dempsey Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.