VW
CAT icon

Vance Wealth’s Caterpillar CAT Stock Holding History

Vance Wealth’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 		$559K Buy
525
+116
+28% +$102K 0.13% 75
2026
Q1 		$290K Sell
409
-31
-7% -$21.5K 0.08% 98
2025
Q4 		$252K Sell
440
-57
-11% -$31.7K 0.07% 106
2025
Q3 		$237K Buy
+497
New +$212K 0.07% 107

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Vance Wealth's CAT Position: Q2 2026 in Review

Vance Wealth increased its Caterpillar (CAT) stake by 28% in Q2 2026, buying an estimated $102K and bringing the position to 525 shares worth $559K. The position accounts for 0.13% of the portfolio, ranked #75.

Vance Wealth first reported a position in CAT in Q3 2025 and has held it in 4 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Vance Wealth held 525 shares of Caterpillar worth $559K as of Q2 2026.
  • Vance Wealth bought 116 Caterpillar shares in Q2 2026, an estimated $102K.
  • Caterpillar made up 0.13% of Vance Wealth's portfolio in Q2 2026, its #75 holding.
  • Vance Wealth first reported a position in Caterpillar in Q3 2025 and has held it in 4 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Vance Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.