Vanguard Personalized Indexing Management
CAT icon

Vanguard Personalized Indexing Management’s Caterpillar CAT Stock Holding History

Vanguard Personalized Indexing Management’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 		$90.3M Buy
84,762
+3,632
+4% +$3.19M 0.74% 19
2026
Q1 		$57.5M Buy
81,130
+4,255
+6% +$2.95M 0.56% 21
2025
Q4 		$44M Buy
76,875
+3,512
+5% +$1.95M 0.43% 29
2025
Q3 		$35M Buy
73,363
+2,565
+4% +$1.1M 0.36% 32
2025
Q2 		$27.5M Buy
70,798
+9,541
+16% +$3.18M 0.31% 44
2025
Q1 		$20.2M Buy
61,257
+3,328
+6% +$1.19M 0.3% 46
2024
Q4 		$21M Buy
57,929
+4,597
+9% +$1.78M 0.32% 39
2024
Q3 		$20.9M Buy
53,332
+4,320
+9% +$1.49M 0.34% 40
2024
Q2 		$16.1M Buy
49,012
+4,348
+10% +$1.51M 0.31% 45
2024
Q1 		$16.4M Buy
44,664
+4,149
+10% +$1.33M 0.35% 39
2023
Q4 		$12M Buy
40,515
+519
+1% +$135K 0.31% 45
2023
Q3 		$10.9M Buy
39,996
+3,905
+11% +$1.06M 0.33% 44
2023
Q2 		$8.88M Buy
36,091
+2,627
+8% +$586K 0.27% 52
2023
Q1 		$7.66M Buy
33,464
+2,886
+9% +$698K 0.27% 62
2022
Q4 		$7.33M Buy
30,578
+8,106
+36% +$1.76M 0.3% 52
2022
Q3 		$3.69M Buy
22,472
+1,651
+8% +$302K 0.17% 113
2022
Q2 		$3.72M Sell
20,821
-1,213
-6% -$256K 0.17% 100
2022
Q1 		$4.91M Buy
22,034
+1,708
+8% +$358K 0.24% 70
2021
Q4 		$4.2M Buy
20,326
+11,615
+133% +$2.34M 0.25% 68
2021
Q3 		$1.67M Buy
8,711
+834
+11% +$174K 0.15% 132
2021
Q2 		$1.71M Buy
7,877
+330
+4% +$76.2K 0.18% 114
2021
Q1 		$1.75M Buy
7,547
+2,053
+37% +$425K 0.26% 78
2020
Q4 		$1M Buy
5,494
+758
+16% +$129K 0.22% 97
2020
Q3 		$706K Buy
4,736
+792
+20% +$111K 0.2% 120
2020
Q2 		$499K Buy
3,944
+991
+34% +$117K 0.23% 107
2020
Q1 		$343K Buy
+2,953
New +$377K 0.2% 143

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

Vanguard Personalized Indexing Management's CAT Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its Caterpillar (CAT) stake by 4.5% in Q2 2026, buying an estimated $3.19M and bringing the position to 84,762 shares worth $90.3M. The position accounts for 0.74% of the portfolio, ranked #19.

Vanguard Personalized Indexing Management first reported a position in CAT in Q1 2020 and has held it in 26 quarters since. 4,027 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Vanguard Personalized Indexing Management held 84,762 shares of Caterpillar worth $90.3M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 3,632 Caterpillar shares in Q2 2026, an estimated $3.19M.
  • Caterpillar made up 0.74% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #19 holding.
  • Vanguard Personalized Indexing Management first reported a position in Caterpillar in Q1 2020 and has held it in 26 quarters since.
  • 4,027 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.