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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

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

Vance Wealth's CAT Position: Q1 2026 in Review

Vance Wealth reduced its Caterpillar (CAT) stake by 7% in Q1 2026, selling an estimated $21.5K and leaving 409 shares worth $290K. The position accounts for 0.08% of the portfolio, ranked #98.

Vance Wealth first reported a position in CAT in Q3 2025 and has held it in 3 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Vance Wealth held 409 shares of Caterpillar worth $290K as of Q1 2026.
Vance Wealth sold 31 Caterpillar shares in Q1 2026, an estimated $21.5K.
Caterpillar made up 0.08% of Vance Wealth's portfolio in Q1 2026, its #98 holding.
Vance Wealth first reported a position in Caterpillar in Q3 2025 and has held it in 3 quarters since.
3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Vance Wealth's 13F filing for Q1 2026, filed 15 May 2026.