Vann Equity Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
Other funds holding CAT
Vann Equity Management's CAT Position: Q2 2026 in Review
Vann Equity Management increased its Caterpillar (CAT) stake by 40% in Q2 2026, buying an estimated $505K and bringing the position to 2,021 shares worth $2.15M. The position accounts for 1.31% of the portfolio, ranked #14.
Vann Equity Management first reported a position in CAT in Q1 2026 and has held it in 2 quarters since. 3,980 funds tracked by Wall St. Rank hold CAT as of Q2 2026.
- Vann Equity Management held 2,021 shares of Caterpillar worth $2.15M as of Q2 2026.
- Vann Equity Management bought 575 Caterpillar shares in Q2 2026, an estimated $505K.
- Caterpillar made up 1.31% of Vann Equity Management's portfolio in Q2 2026, its #14 holding.
- Vann Equity Management first reported a position in Caterpillar in Q1 2026 and has held it in 2 quarters since.
- 3,980 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.
Based on Vann Equity Management's 13F filing for Q2 2026, filed 5 Aug 2026.