VNA
CAT icon

Valley National Advisers’s Caterpillar CAT Stock Holding History

Valley National Advisers’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 		$1.69M Sell
1,582
-16
-1% -$14.1K 0.19% 100
2026
Q1 		$1.13M Buy
1,598
+20
+1% +$13.9K 0.15% 132
2025
Q4 		$903K Sell
1,578
-5
-0.3% -$2.78K 0.13% 140
2025
Q3 		$755K Sell
1,583
-5,358
-77% -$2.29M 0.12% 144
2025
Q2 		$2.69M Buy
6,941
+15
+0.2% +$5K 0.44% 48
2025
Q1 		$2.28M Buy
6,926
+276
+4% +$98.3K 0.41% 55
2024
Q4 		$2.41M Buy
6,650
+65
+1% +$25.2K 0.43% 51
2024
Q3 		$2.57M Buy
6,585
+5,114
+348% +$1.77M 0.46% 50
2024
Q2 		$489K Sell
1,471
-25
-2% -$8.67K 0.07% 159
2024
Q1 		$548K Buy
1,496
+55
+4% +$17.6K 0.08% 154
2023
Q4 		$426K Buy
1,441
+61
+4% +$15.8K 0.07% 176
2023
Q3 		$377K Buy
1,380
+78
+6% +$21.2K 0.07% 187
2023
Q2 		$321K Buy
1,302
+10
+0.8% +$2.23K 0.05% 209
2023
Q1 		$289K Hold
1,292
– – 0.05% 215
2022
Q4 		$323K Hold
1,292
– – 0.06% 209
2022
Q3 		$237K Sell
1,292
-87
-6% -$15.9K 0.05% 227
2022
Q2 		$249K Hold
1,379
– – 0.05% 204
2022
Q1 		$307K Hold
1,379
– – 0.06% 195
2021
Q4 		$285K Sell
1,379
-323
-19% -$65K 0.05% 196
2021
Q3 		$327K Hold
1,702
– – 0.06% 186
2021
Q2 		$370K Hold
1,702
– – 0.07% 176
2021
Q1 		$395K Hold
1,702
– – 0.08% 165
2020
Q4 		$310K Sell
1,702
-830
-33% -$141K 0.07% 172
2020
Q3 		$378K Sell
2,532
-50
-2% -$7.02K 0.09% 141
2020
Q2 		$327K Sell
2,582
-216
-8% -$25.6K 0.08% 150
2020
Q1 		$325K Buy
2,798
+12
+0.4% +$1.53K 0.09% 135
2019
Q4 		$411K Buy
2,786
+55
+2% +$7.67K 0.1% 138
2019
Q3 		$345K Buy
2,731
+118
+5% +$15K 0.09% 141
2019
Q2 		$356K Sell
2,613
-355
-12% -$46.9K 0.1% 137
2019
Q1 		$402K Buy
2,968
+1
+0% +$133 0.12% 128
2018
Q4 		$377K Buy
2,967
+191
+7% +$24.9K 0.12% 127
2018
Q3 		$423K Buy
2,776
+399
+17% +$56.4K 0.15% 124
2018
Q2 		$322K Buy
2,377
+125
+6% +$18.7K 0.12% 137
2018
Q1 		$332K Buy
2,252
+512
+29% +$80.8K 0.12% 126
2017
Q4 		$274K Hold
1,740
– – 0.1% 145
2017
Q3 		$217K Hold
1,740
– – 0.07% 145
2017
Q2 		$187K Sell
1,740
-900
-34% -$91.4K 0.07% 145
2017
Q1 		$245K Sell
2,640
-687
-21% -$65K 0.09% 129
2016
Q4 		$309K Buy
3,327
+1
+0% +$91 0.14% 117
2016
Q3 		$295K Hold
3,326
– – 0.15% 115
2016
Q2 		$252K Sell
3,326
-242
-7% -$18.1K 0.13% 125
2016
Q1 		$273K Buy
3,568
+76
+2% +$5.1K 0.15% 120
2015
Q4 		$237K Hold
3,492
– – 0.14% 118
2015
Q3 		$228K Hold
3,492
– – 0.14% 120
2015
Q2 		$296K Buy
3,492
+745
+27% +$64.1K 0.17% 117
2015
Q1 		$220K Buy
2,747
+387
+16% +$32.2K 0.13% 120
2014
Q4 		$214K Buy
+2,360
New +$230K 0.16% 93

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Valley National Advisers's CAT Position: Q2 2026 in Review

Valley National Advisers reduced its Caterpillar (CAT) stake by 1% in Q2 2026, selling an estimated $14.1K and leaving 1,582 shares worth $1.69M. The position accounts for 0.19% of the portfolio, ranked #100.

Valley National Advisers first reported a position in CAT in Q4 2014 and has held it in 47 quarters since. The position peaked at $2.69M in Q2 2025. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Valley National Advisers held 1,582 shares of Caterpillar worth $1.69M as of Q2 2026.
  • Valley National Advisers sold 16 Caterpillar shares in Q2 2026, an estimated $14.1K.
  • Caterpillar made up 0.19% of Valley National Advisers's portfolio in Q2 2026, its #100 holding.
  • Valley National Advisers first reported a position in Caterpillar in Q4 2014 and has held it in 47 quarters since.
  • Valley National Advisers's Caterpillar position peaked at $2.69M in Q2 2025.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.