Oliver Lagore Vanvalin Investment Group’s Caterpillar CAT Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2025 Q2	$69.6K	Buy	+211	New	+$70.3K	0.03%	213
2024 Q4	$76.8K	Sell	212 -3	-1%	-$1.16K	0.02%	211
2024 Q3	$84.2K	Sell	215 -119	-36%	-$41.1K	0.02%	191
2024 Q2	$111K	Sell	334 -5	-1%	-$1.73K	0.03%	160
2024 Q1	$124K	Buy	339 +158	+87%	+$50.5K	0.04%	162
2023 Q4	$53.6K	Sell	181 -25	-12%	-$6.49K	0.02%	208
2023 Q3	$56.2K	Hold	206	–	–	0.02%	228
2023 Q2	$50.6K	Buy	206 +1	+0.5%	+$223	0.02%	252
2023 Q1	$47K	Hold	205	–	–	0.02%	197
2022 Q4	$49.1K	Buy	205 +124	+153%	+$27K	0.03%	183
2022 Q3	$13K	Hold	81	–	–	0.01%	297
2022 Q2	$14K	Buy	81 +4	+5%	+$843	0.01%	300
2022 Q1	$18K	Buy	+77	New	+$16.1K	0.01%	262

Other funds holding CAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Oliver Lagore Vanvalin Investment Group's CAT Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Caterpillar (CAT) in Q2 2025: 211 shares worth $69.6K. The stake represents 0.03% of the portfolio and ranks #213 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in CAT as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in CAT in Q1 2022 and has held it in 13 quarters since. The position peaked at $124K in Q1 2024. 3,015 funds tracked by Wall St. Rank hold CAT as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 211 shares of Caterpillar worth $69.6K as of Q2 2025.
Caterpillar was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
Caterpillar made up 0.03% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #213 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in Caterpillar in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's Caterpillar position peaked at $124K in Q1 2024.
3,015 funds tracked by Wall St. Rank held Caterpillar as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.