VIS
CAT icon

Vega Investment Solutions’s Caterpillar CAT Stock Holding History

Vega Investment Solutions’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 		$1.84M Buy
2,591
+1,836
+243% +$1.27M 0.44% 27
2025
Q4 		$433K Buy
+755
New +$420K 0.07% 72
2025
Q2 		$1.36M Buy
3,495
+1,609
+85% +$536K 0.32% 35
2025
Q1 		$583K Buy
1,886
+689
+58% +$245K 0.11% 73
2024
Q4 		$434K Buy
+1,197
New +$464K 0.36% 45

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Vega Investment Solutions's CAT Position: Q1 2026 in Review

Vega Investment Solutions increased its Caterpillar (CAT) stake by 243% in Q1 2026, buying an estimated $1.27M and bringing the position to 2,591 shares worth $1.84M. The position accounts for 0.44% of the portfolio, ranked #27.

Vega Investment Solutions first reported a position in CAT in Q4 2024 and has held it in 5 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Vega Investment Solutions held 2,591 shares of Caterpillar worth $1.84M as of Q1 2026.
  • Vega Investment Solutions bought 1,836 Caterpillar shares in Q1 2026, an estimated $1.27M.
  • Caterpillar made up 0.44% of Vega Investment Solutions's portfolio in Q1 2026, its #27 holding.
  • Vega Investment Solutions first reported a position in Caterpillar in Q4 2024 and has held it in 5 quarters since.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Vega Investment Solutions's 13F filing for Q1 2026, filed 14 May 2026.