V2 Financial group’s Caterpillar CAT Stock Holding History

V2 Financial 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
2026 Q2	$376K	Hold	353	–	–	0.14%	81
2026 Q1	$250K	Buy	+353	New	+$244K	0.12%	93
2021 Q1	–	Sell	-1,351	Closed	-$246K	–	60
2020 Q4	$246K	Buy	+1,351	New	+$229K	0.25%	53

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

V2 Financial group's CAT Position: Q2 2026 in Review

V2 Financial group held its Caterpillar (CAT) position steady in Q2 2026 at 353 shares worth $376K. The position accounts for 0.14% of the portfolio, ranked #81.

V2 Financial group first reported a position in CAT in Q4 2020 and has held it in 3 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

V2 Financial group held 353 shares of Caterpillar worth $376K as of Q2 2026.
V2 Financial group left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.14% of V2 Financial group's portfolio in Q2 2026, its #81 holding.
V2 Financial group first reported a position in Caterpillar in Q4 2020 and has held it in 3 quarters since.
4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on V2 Financial group's 13F filing for Q2 2026, filed 11 Aug 2026.