Vantage Investment Partners’s Caterpillar CAT Stock Holding History

Vantage Investment Partners’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	$21.2M	Sell	29,952 -3,111	-9%	-$2.15M	1.46%	22
2025 Q4	$18.9M	Sell	33,063 -3,900	-11%	-$2.17M	1.26%	23
2025 Q3	$17.6M	Hold	36,963	–	–	1.21%	26
2025 Q2	$14.3M	Hold	36,963	–	–	1.04%	32
2025 Q1	$12.2M	Buy	36,963 +2,502	+7%	+$891K	1.02%	40
2024 Q4	$12.5M	Sell	34,461 -1,828	-5%	-$709K	1.09%	36
2024 Q3	$14.2M	Buy	36,289 +1	+0%	+$345	1.19%	32
2024 Q2	$12.1M	Buy	36,288 +1,351	+4%	+$468K	1.1%	35
2024 Q1	$12.8M	Buy	+34,937	New	+$11.2M	1.14%	32
2022 Q3	–	Sell	-136,500	Closed	-$24.4M	–	73
2022 Q2	$24.4M	Hold	136,500	–	–	1.95%	16
2022 Q1	$30.4M	Buy	+136,500	New	+$28.6M	1.52%	19

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

Vantage Investment Partners's CAT Position: Q1 2026 in Review

Vantage Investment Partners reduced its Caterpillar (CAT) stake by 9.4% in Q1 2026, selling an estimated $2.15M and leaving 29,952 shares worth $21.2M. The position accounts for 1.46% of the portfolio, ranked #22.

Vantage Investment Partners first reported a position in CAT in Q1 2022 and has held it in 11 quarters since. The position peaked at $30.4M in Q1 2022. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Vantage Investment Partners held 29,952 shares of Caterpillar worth $21.2M as of Q1 2026.
Vantage Investment Partners sold 3,111 Caterpillar shares in Q1 2026, an estimated $2.15M.
Caterpillar made up 1.46% of Vantage Investment Partners's portfolio in Q1 2026, its #22 holding.
Vantage Investment Partners first reported a position in Caterpillar in Q1 2022 and has held it in 11 quarters since.
Vantage Investment Partners's Caterpillar position peaked at $30.4M in Q1 2022.
3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Vantage Investment Partners's 13F filing for Q1 2026, filed 1 May 2026.