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
Q3 		$19.6M Buy
24,185
+1,430
+6% +$1.21M 0.51% 44
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

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Venture Visionary Partners's CAT Position: Q3 2026 in Review

Venture Visionary Partners increased its Caterpillar (CAT) stake by 6.3% in Q3 2026, buying an estimated $1.21M and bringing the position to 24,185 shares worth $19.6M. The position accounts for 0.51% of the portfolio, ranked #44.

Venture Visionary Partners first reported a position in CAT in Q4 2020 and has held it in 24 quarters since. The position peaked at $24.2M in Q2 2026. 214 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Venture Visionary Partners held 24,185 shares of Caterpillar worth $19.6M as of Q3 2026.
  • Venture Visionary Partners bought 1,430 Caterpillar shares in Q3 2026, an estimated $1.21M.
  • Caterpillar made up 0.51% of Venture Visionary Partners's portfolio in Q3 2026, its #44 holding.
  • Venture Visionary Partners first reported a position in Caterpillar in Q4 2020 and has held it in 24 quarters since.
  • Venture Visionary Partners's Caterpillar position peaked at $24.2M in Q2 2026.
  • 214 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.