VVP
CAT icon

Venture Visionary Partners’s Caterpillar CAT Stock Holding History

Venture Visionary Partners’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 		$24.2M Sell
22,755
-1,488
-6% -$1.31M 0.67% 29
2026
Q1 		$17.2M Sell
24,243
-4,086
-14% -$2.83M 0.57% 36
2025
Q4 		$16.2M Sell
28,329
-179
-0.6% -$99.5K 0.53% 42
2025
Q3 		$13.6M Sell
28,508
-2,789
-9% -$1.19M 0.47% 52
2025
Q2 		$12.1M Buy
31,297
+409
+1% +$136K 0.46% 52
2025
Q1 		$10.2M Buy
30,888
+1,581
+5% +$563K 0.43% 57
2024
Q4 		$10.6M Buy
29,307
+970
+3% +$376K 0.45% 56
2024
Q3 		$11.1M Buy
28,337
+465
+2% +$161K 0.48% 53
2024
Q2 		$9.29M Buy
27,872
+577
+2% +$200K 0.43% 63
2024
Q1 		$10M Sell
27,295
-70
-0.3% -$22.4K 0.47% 53
2023
Q4 		$8.09M Buy
27,365
+18,409
+206% +$4.78M 0.43% 63
2023
Q3 		$2.45M Sell
8,956
-214
-2% -$58.1K 0.15% 142
2023
Q2 		$2.26M Buy
9,170
+193
+2% +$43K 0.13% 148
2023
Q1 		$2.05M Buy
8,977
+59
+0.7% +$14.3K 0.13% 147
2022
Q4 		$2.14M Buy
8,918
+11
+0.1% +$2.4K 0.15% 130
2022
Q3 		$1.46M Buy
8,907
+63
+0.7% +$11.5K 0.12% 150
2022
Q2 		$1.58M Sell
8,844
-966
-10% -$204K 0.12% 144
2022
Q1 		$2.19M Buy
9,810
+112
+1% +$23.5K 0.15% 128
2021
Q4 		$2M Buy
9,698
+850
+10% +$171K 0.13% 141
2021
Q3 		$1.7M Buy
8,848
+370
+4% +$77.1K 0.12% 150
2021
Q2 		$1.84M Buy
8,478
+138
+2% +$31.9K 0.15% 129
2021
Q1 		$1.93M Buy
8,340
+1,963
+31% +$406K 0.16% 120
2020
Q4 		$1.16M Buy
+6,377
New +$1.08M 0.13% 135

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

Venture Visionary Partners's CAT Position: Q2 2026 in Review

Venture Visionary Partners reduced its Caterpillar (CAT) stake by 6.1% in Q2 2026, selling an estimated $1.31M and leaving 22,755 shares worth $24.2M. The position accounts for 0.67% of the portfolio, ranked #29.

Venture Visionary Partners first reported a position in CAT in Q4 2020 and has held it in 23 quarters since. 4,039 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Venture Visionary Partners held 22,755 shares of Caterpillar worth $24.2M as of Q2 2026.
  • Venture Visionary Partners sold 1,488 Caterpillar shares in Q2 2026, an estimated $1.31M.
  • Caterpillar made up 0.67% of Venture Visionary Partners's portfolio in Q2 2026, its #29 holding.
  • Venture Visionary Partners first reported a position in Caterpillar in Q4 2020 and has held it in 23 quarters since.
  • 4,039 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.