VeraBank’s Caterpillar CAT Stock Holding History

VeraBank’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	$976K	Hold	1,378	–	–	0.18%	80
2025 Q4	$789K	Buy	1,378 +42	+3%	+$23.3K	0.14%	94
2025 Q3	$637K	Hold	1,336	–	–	0.12%	106
2025 Q2	$519K	Hold	1,336	–	–	0.1%	123
2025 Q1	$441K	Hold	1,336	–	–	0.12%	103
2024 Q4	$485K	Buy	1,336 +10	+0.8%	+$3.88K	0.14%	100
2024 Q3	$519K	Hold	1,326	–	–	0.15%	97
2024 Q2	$442K	Hold	1,326	–	–	0.14%	102
2024 Q1	$486K	Hold	1,326	–	–	0.15%	99
2023 Q4	$392K	Sell	1,326 -19	-1%	-$4.93K	0.13%	107
2023 Q3	$367K	Buy	1,345 +130	+11%	+$35.3K	0.14%	107
2023 Q2	$299K	Sell	1,215 -1,600	-57%	-$357K	0.12%	111
2023 Q1	$644K	Hold	2,815	–	–	0.3%	70
2022 Q4	$674K	Sell	2,815 -20	-0.7%	-$4.35K	0.34%	68
2022 Q3	$466K	Hold	2,835	–	–	0.29%	75
2022 Q2	$507K	Hold	2,835	–	–	0.3%	74
2022 Q1	$631K	Hold	2,835	–	–	0.33%	70
2021 Q4	$586K	Hold	2,835	–	–	0.3%	75
2021 Q3	$544K	Hold	2,835	–	–	0.31%	75
2021 Q2	$617K	Hold	2,835	–	–	0.37%	66
2021 Q1	$657K	Hold	2,835	–	–	0.43%	56
2020 Q4	$516K	Hold	2,835	–	–	0.36%	64
2020 Q3	$423K	Hold	2,835	–	–	0.32%	71
2020 Q2	$359K	Hold	2,835	–	–	0.29%	77
2020 Q1	$329K	Hold	2,835	–	–	0.32%	75
2019 Q4	$418K	Hold	2,835	–	–	0.34%	69
2019 Q3	$358K	Hold	2,835	–	–	0.32%	68
2019 Q2	$386K	Sell	2,835 -20	-0.7%	-$2.64K	0.36%	64
2019 Q1	$387K	Hold	2,855	–	–	0.37%	64
2018 Q4	$363K	Buy	+2,855	New	+$371K	0.39%	61

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

VeraBank's CAT Position: Q1 2026 in Review

VeraBank held its Caterpillar (CAT) position steady in Q1 2026 at 1,378 shares worth $976K. The position accounts for 0.18% of the portfolio, ranked #80.

VeraBank first reported a position in CAT in Q4 2018 and has held it in 30 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

VeraBank held 1,378 shares of Caterpillar worth $976K as of Q1 2026.
VeraBank left its Caterpillar share count unchanged in Q1 2026.
Caterpillar made up 0.18% of VeraBank's portfolio in Q1 2026, its #80 holding.
VeraBank first reported a position in Caterpillar in Q4 2018 and has held it in 30 quarters since.
3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on VeraBank's 13F filing for Q1 2026, filed 12 May 2026.