YDMI
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Y.D. More Investments's CAT Position: Q1 2026 in Review

Y.D. More Investments reduced its Caterpillar (CAT) stake by 3.3% in Q1 2026, selling an estimated $312K and leaving 13,207 shares worth $9.31M. The position accounts for 0.36% of the portfolio, ranked #36.

Y.D. More Investments first reported a position in CAT in Q4 2022 and has held it in 14 quarters since. 3,737 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Y.D. More Investments held 13,207 shares of Caterpillar worth $9.31M as of Q1 2026.
  • Y.D. More Investments sold 451 Caterpillar shares in Q1 2026, an estimated $312K.
  • Caterpillar made up 0.36% of Y.D. More Investments's portfolio in Q1 2026, its #36 holding.
  • Y.D. More Investments first reported a position in Caterpillar in Q4 2022 and has held it in 14 quarters since.
  • 3,737 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Y.D. More Investments's 13F filing for Q1 2026, filed 4 May 2026.