Vantus Wealth’s Caterpillar CAT Stock Holding History

Vantus 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	$1.83M	Buy	+1,719	New	+$1.51M	0.98%	20
2025 Q4	$771K	Buy	+1,346	New	+$748K	0.57%	52

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Vantus Wealth's CAT Position: Q2 2026 in Review

Vantus Wealth opened a new position in Caterpillar (CAT) in Q2 2026: 1,719 shares worth $1.83M. The stake represents 0.98% of the portfolio and ranks #20 among its holdings. This is a return to the name: Vantus Wealth previously reported a position in CAT as recently as Q4 2025.

Vantus Wealth first reported a position in CAT in Q4 2025 and has held it in 2 quarters since. 4,039 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Vantus Wealth held 1,719 shares of Caterpillar worth $1.83M as of Q2 2026.
Caterpillar was a new Vantus Wealth position in Q2 2026.
Caterpillar made up 0.98% of Vantus Wealth's portfolio in Q2 2026, its #20 holding.
Vantus Wealth first reported a position in Caterpillar in Q4 2025 and has held it in 2 quarters since.
4,039 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Vantus Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.