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Vectors Research Management’s Caterpillar CAT Stock Holding History

Vectors Research 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 		$6.64M Buy
6,233
+64
+1% +$56.2K 1.73% 13
2026
Q1 		$4.37M Sell
6,169
-180
-3% -$125K 1.28% 22
2025
Q4 		$3.64M Sell
6,349
-66
-1% -$36.7K 1.11% 23
2025
Q3 		$3.06M Buy
6,415
+3,753
+141% +$1.6M 0.96% 32
2025
Q2 		$1.03M Sell
2,662
-56
-2% -$18.7K 0.35% 68
2025
Q1 		$896K Buy
2,718
+80
+3% +$28.5K 0.31% 72
2024
Q4 		$957K Sell
2,638
-331
-11% -$128K 0.33% 72
2024
Q3 		$1.16M Buy
2,969
+165
+6% +$57K 0.35% 72
2024
Q2 		$934K Sell
2,804
-63
-2% -$21.8K 0.29% 80
2024
Q1 		$1.05M Sell
2,867
-184
-6% -$58.8K 0.3% 78
2023
Q4 		$902K Buy
+3,051
New +$791K 0.25% 82
2022
Q3 		– Sell
-532
Closed -$95K – 196
2022
Q2 		$95K Sell
532
-689
-56% -$145K 0.02% 178
2022
Q1 		$272K Sell
1,221
-1,997
-62% -$419K 0.06% 132
2021
Q4 		$665K Buy
3,218
+229
+8% +$46.1K 0.14% 107
2021
Q3 		$574K Sell
2,989
-200
-6% -$41.7K 0.14% 110
2021
Q2 		$694K Hold
3,189
– – 0.18% 100
2021
Q1 		$739K Buy
3,189
+280
+10% +$58K 0.2% 94
2020
Q4 		$529K Buy
2,909
+2,474
+569% +$420K 0.16% 92
2020
Q3 		$65K Sell
435
-90
-17% -$12.6K 0.02% 163
2020
Q2 		$66K Buy
525
+180
+52% +$21.3K 0.03% 164
2020
Q1 		$40K Hold
345
– – 0.02% 177
2019
Q4 		$51K Hold
345
– – 0.02% 179
2019
Q3 		$44K Sell
345
-42
-11% -$5.34K 0.02% 178
2019
Q2 		$53K Hold
387
– – 0.03% 156
2019
Q1 		$52K Sell
387
-25
-6% -$3.32K 0.03% 157
2018
Q4 		$52K Buy
412
+100
+32% +$13K 0.02% 185
2018
Q3 		$43K Buy
+312
New +$44.1K 0.03% 185

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

Vectors Research Management's CAT Position: Q2 2026 in Review

Vectors Research Management increased its Caterpillar (CAT) stake by 1% in Q2 2026, buying an estimated $56.2K and bringing the position to 6,233 shares worth $6.64M. The position accounts for 1.73% of the portfolio, ranked #13.

Vectors Research Management first reported a position in CAT in Q3 2018 and has held it in 27 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Vectors Research Management held 6,233 shares of Caterpillar worth $6.64M as of Q2 2026.
  • Vectors Research Management bought 64 Caterpillar shares in Q2 2026, an estimated $56.2K.
  • Caterpillar made up 1.73% of Vectors Research Management's portfolio in Q2 2026, its #13 holding.
  • Vectors Research Management first reported a position in Caterpillar in Q3 2018 and has held it in 27 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Vectors Research Management's 13F filing for Q2 2026, filed 29 Jul 2026.