Vaquero Private Wealth
CAT icon

Vaquero Private Wealth’s Caterpillar CAT Stock Holding History

Vaquero Private 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
Q3 		$3.96M Hold
4,890
– – 0.83% 42
2026
Q2 		$5.21M Buy
+4,890
New +$4.3M 1.07% 33

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State Farm Mutual Automobile Insurance
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Vanguard Portfolio Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Vaquero Private Wealth's CAT Position: Q3 2026 in Review

Vaquero Private Wealth held its Caterpillar (CAT) position steady in Q3 2026 at 4,890 shares worth $3.96M. The position accounts for 0.83% of the portfolio, ranked #42.

Vaquero Private Wealth first reported a position in CAT in Q2 2026 and has held it in 2 quarters since. The position peaked at $5.21M in Q2 2026. 3,455 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Vaquero Private Wealth held 4,890 shares of Caterpillar worth $3.96M as of Q3 2026.
  • Vaquero Private Wealth left its Caterpillar share count unchanged in Q3 2026.
  • Caterpillar made up 0.83% of Vaquero Private Wealth's portfolio in Q3 2026, its #42 holding.
  • Vaquero Private Wealth first reported a position in Caterpillar in Q2 2026 and has held it in 2 quarters since.
  • Vaquero Private Wealth's Caterpillar position peaked at $5.21M in Q2 2026.
  • 3,455 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Vaquero Private Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.