VDC
CAT icon

Van Diest Capital’s Caterpillar CAT Stock Holding History

Van Diest Capital’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 		$264K Sell
248
-308
-55% -$271K 0.24% 137
2026
Q1 		$394K Buy
+556
New +$385K 0.31% 89

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

Van Diest Capital's CAT Position: Q2 2026 in Review

Van Diest Capital reduced its Caterpillar (CAT) stake by 55% in Q2 2026, selling an estimated $271K and leaving 248 shares worth $264K. The position accounts for 0.24% of the portfolio, ranked #137.

Van Diest Capital first reported a position in CAT in Q1 2026 and has held it in 2 quarters since. The position peaked at $394K in Q1 2026. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Van Diest Capital held 248 shares of Caterpillar worth $264K as of Q2 2026.
  • Van Diest Capital sold 308 Caterpillar shares in Q2 2026, an estimated $271K.
  • Caterpillar made up 0.24% of Van Diest Capital's portfolio in Q2 2026, its #137 holding.
  • Van Diest Capital first reported a position in Caterpillar in Q1 2026 and has held it in 2 quarters since.
  • Van Diest Capital's Caterpillar position peaked at $394K in Q1 2026.
  • 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Van Diest Capital's 13F filing for Q2 2026, filed 4 Aug 2026.