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Veery Capital’s Caterpillar CAT Stock Holding History

Veery Capital’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 		$538K Sell
505
-4
-0.8% -$3.51K 0.14% 51
2026
Q1 		$361K Buy
509
+88
+21% +$61K 0.11% 55
2025
Q4 		$241K Sell
421
-26
-6% -$14.5K 0.07% 79
2025
Q3 		$213K Buy
+447
New +$191K 0.07% 86

Other funds holding CAT

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Veery Capital's CAT Position: Q2 2026 in Review

Veery Capital reduced its Caterpillar (CAT) stake by 0.79% in Q2 2026, selling an estimated $3.51K and leaving 505 shares worth $538K. The position accounts for 0.14% of the portfolio, ranked #51.

Veery Capital first reported a position in CAT in Q3 2025 and has held it in 4 quarters since. 736 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Veery Capital held 505 shares of Caterpillar worth $538K as of Q2 2026.
  • Veery Capital sold 4 Caterpillar shares in Q2 2026, an estimated $3.51K.
  • Caterpillar made up 0.14% of Veery Capital's portfolio in Q2 2026, its #51 holding.
  • Veery Capital first reported a position in Caterpillar in Q3 2025 and has held it in 4 quarters since.
  • 736 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Veery Capital's 13F filing for Q2 2026, filed 9 Jul 2026.