CFO
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CVA Family Office’s Caterpillar CAT Stock Holding History

CVA Family Office’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 		$2.98M Buy
2,803
+9
+0.3% +$7.91K 0.27% 61
2026
Q1 		$1.98M Buy
2,794
+233
+9% +$161K 0.21% 72
2025
Q4 		$1.47M Buy
2,561
+10
+0.4% +$5.56K 0.17% 80
2025
Q3 		$1.22M Buy
2,551
+13
+0.5% +$5.55K 0.16% 94
2025
Q2 		$985K Sell
2,538
-71
-3% -$23.7K 0.14% 103
2025
Q1 		$860K Buy
2,609
+180
+7% +$64.1K 0.13% 108
2024
Q4 		$881K Buy
2,429
+57
+2% +$22.1K 0.14% 100
2024
Q3 		$928K Sell
2,372
-93
-4% -$32.1K 0.15% 97
2024
Q2 		$821K Sell
2,465
-469
-16% -$163K 0.15% 98
2024
Q1 		$1.08M Buy
2,934
+53
+2% +$16.9K 0.19% 86
2023
Q4 		$852K Sell
2,881
-141
-5% -$36.6K 0.17% 91
2023
Q3 		$825K Buy
3,022
+209
+7% +$56.7K 0.19% 88
2023
Q2 		$692K Buy
2,813
+193
+7% +$43K 0.15% 100
2023
Q1 		$600K Sell
2,620
-150
-5% -$36.3K 0.13% 109
2022
Q4 		$663K Buy
2,770
+155
+6% +$33.7K 0.16% 95
2022
Q3 		$429K Buy
2,615
+1,435
+122% +$262K 0.12% 113
2022
Q2 		$211K Sell
1,180
-380
-24% -$80.1K 0.06% 165
2022
Q1 		$348K Buy
1,560
+735
+89% +$154K 0.08% 126
2021
Q4 		$171K Buy
825
+401
+95% +$80.7K 0.04% 177
2021
Q3 		$63K Sell
424
-616
-59% -$128K 0.05% 156
2021
Q2 		$226K Buy
1,040
+485
+87% +$112K 0.06% 147
2021
Q1 		$129K Buy
555
+215
+63% +$44.5K 0.05% 153
2020
Q4 		$62K Sell
340
-84
-20% -$14.2K 0.04% 167
2020
Q3 		$63K Hold
424
– – 0.05% 156
2020
Q2 		$54K Hold
424
– – 0.04% 158
2020
Q1 		$49K Buy
+424
New +$54.2K 0.05% 141

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

CVA Family Office's CAT Position: Q2 2026 in Review

CVA Family Office increased its Caterpillar (CAT) stake by 0.32% in Q2 2026, buying an estimated $7.91K and bringing the position to 2,803 shares worth $2.98M. The position accounts for 0.27% of the portfolio, ranked #61.

CVA Family Office first reported a position in CAT in Q1 2020 and has held it in 26 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • CVA Family Office held 2,803 shares of Caterpillar worth $2.98M as of Q2 2026.
  • CVA Family Office bought 9 Caterpillar shares in Q2 2026, an estimated $7.91K.
  • Caterpillar made up 0.27% of CVA Family Office's portfolio in Q2 2026, its #61 holding.
  • CVA Family Office first reported a position in Caterpillar in Q1 2020 and has held it in 26 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.