YDMI
CAT icon

Y.D. More Investments’s Caterpillar CAT Stock Holding History

Y.D. More Investments’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 		$13.5M Sell
12,703
-504
-4% -$443K 0.42% 33
2026
Q1 		$9.31M Sell
13,207
-451
-3% -$312K 0.36% 36
2025
Q4 		$7.83M Buy
13,658
+6,066
+80% +$3.37M 0.37% 33
2025
Q3 		$3.62M Buy
7,592
+2,366
+45% +$1.01M 0.2% 62
2025
Q2 		$2.03M Buy
5,226
+138
+3% +$46K 0.14% 82
2025
Q1 		$1.68M Sell
5,088
-312
-6% -$111K 0.15% 85
2024
Q4 		$1.96M Sell
5,400
-29
-0.5% -$11.2K 0.18% 80
2024
Q3 		$2.12M Sell
5,429
-2,015
-27% -$696K 0.22% 72
2024
Q2 		$2.48M Sell
7,444
-720
-9% -$250K 0.25% 61
2024
Q1 		$2.99M Buy
8,164
+5,075
+164% +$1.62M 0.53% 49
2023
Q4 		$912K Buy
3,089
+211
+7% +$54.7K 0.18% 80
2023
Q3 		$785K Sell
2,878
-166
-5% -$45K 0.15% 88
2023
Q2 		$748K Buy
3,044
+578
+23% +$129K 0.17% 76
2023
Q1 		$564K Buy
2,466
+703
+40% +$170K 0.13% 79
2022
Q4 		$423K Buy
+1,763
New +$384K 0.1% 116

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Y.D. More Investments's CAT Position: Q2 2026 in Review

Y.D. More Investments reduced its Caterpillar (CAT) stake by 3.8% in Q2 2026, selling an estimated $443K and leaving 12,703 shares worth $13.5M. The position accounts for 0.42% of the portfolio, ranked #33.

Y.D. More Investments first reported a position in CAT in Q4 2022 and has held it in 15 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Y.D. More Investments held 12,703 shares of Caterpillar worth $13.5M as of Q2 2026.
  • Y.D. More Investments sold 504 Caterpillar shares in Q2 2026, an estimated $443K.
  • Caterpillar made up 0.42% of Y.D. More Investments's portfolio in Q2 2026, its #33 holding.
  • Y.D. More Investments first reported a position in Caterpillar in Q4 2022 and has held it in 15 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Y.D. More Investments's 13F filing for Q2 2026, filed 5 Aug 2026.