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DMG Group, LLC

SEC CIK
0001893403
Latest filing
Jul 28, 2026

CAT holding history

Caterpillar Inc in every 13F filed by DMG Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CAT overviewAll 13F holders of CATFull Q2 2026 holdings

Shares (Q2 2026)
1,672
Value
$1.78M
% of portfolio
1.2%
Quarters held
19
Since Q4 2021
Holdings of CAT by DMG Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,672$1.78M1.2%−95−5.4%ReducedHolders
Q1 20261,767$1.25M0.8%−167−8.6%ReducedHolders
Q4 20251,934$1.11M0.7%−26−1.3%ReducedHolders
Q3 20251,960$935.2K0.6%−5−0.3%ReducedHolders
Q2 20251,965$762.8K0.6%−683−25.8%ReducedHolders
Q1 20252,648$873.3K0.7%−488−15.6%ReducedHolders
Q4 20243,136$1.14M0.9%−240−7.1%ReducedHolders
Q3 20243,376$1.32M1.1%−15−0.4%ReducedHolders
Q2 20243,391$1.13M1.0%−64−1.9%ReducedHolders
Q1 20243,455$1.27M1.1%−46−1.3%ReducedHolders
Q4 20233,501$1.04M1.0%−16−0.5%ReducedHolders
Q3 20233,517$960.1K1.0%−20−0.6%ReducedHolders
Q2 20233,537$870.3K0.9%−173−4.7%ReducedHolders
Q1 20233,710$852.8K0.9%00.0%UnchangedHolders
Q4 20223,710$886.0K1.0%−180−4.6%ReducedHolders
Q3 20223,890$666.0K0.8%+34+0.9%AddedHolders
Q2 20223,856$688.0K0.8%+601+18.5%AddedHolders
Q1 20223,255$704.0K0.8%−491−13.1%ReducedHolders
Q4 20213,746$794.0K0.7%–No prior filingHolders