Latest 13F Filers with CAT Positions After DLK Investment Management’s Exit

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At the end of the second quarter on June 30, 2026, 26 hedge funds held shares of Caterpillar Inc. (CAT), reflecting a notable increase in overall holdings. The aggregate count of CAT shares owned by these funds rose from 1,611,079 to 1,841,751, marking a 14.32% increase or an addition of 230,672 shares.

During this reporting period, five hedge funds initiated new positions in CAT, while eleven funds reduced their existing stakes. Notably, DLK Investment Management LLC completely exited its CAT position as of June 30, 2026. The total market value of CAT positions across these funds rose by approximately $92,947,000.

Among the new positions, Waycross Investment Management Co added 250 shares, while Seaview Investment Managers LLC significantly increased its holdings by 9,538 shares.

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