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Veracity Capital’s Caterpillar CAT Stock Holding History

Veracity 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
Q3 		$1.07M Sell
1,324
-473
-26% -$401K 0.29% 62
2026
Q2 		$1.91M Buy
1,797
+7
+0.4% +$6.15K 0.52% 35
2026
Q1 		$1.27M Sell
1,790
-200
-10% -$139K 0.45% 38
2025
Q4 		$1.14M Sell
1,990
-62
-3% -$34.5K 0.34% 51
2025
Q3 		$979K Sell
2,052
-42
-2% -$17.9K 0.31% 63
2025
Q2 		$813K Sell
2,094
-234
-10% -$78K 0.28% 80
2025
Q1 		$768K Sell
2,328
-208
-8% -$74.1K 0.3% 77
2024
Q4 		$920K Buy
2,536
+109
+4% +$42.3K 0.33% 62
2024
Q3 		$949K Buy
2,427
+2
+0.1% +$691 0.36% 53
2024
Q2 		$808K Sell
2,425
-492
-17% -$171K 0.34% 58
2024
Q1 		$1.07M Sell
2,917
-656
-18% -$210K 0.42% 47
2023
Q4 		$1.06M Sell
3,573
-703
-16% -$182K 0.42% 38
2023
Q3 		$1.17M Buy
+4,276
New +$1.16M 0.54% 29
2023
Q2 		– Sell
-4,332
Closed -$991K – 222
2023
Q1 		$991K Buy
+4,332
New +$1.05M 0.46% 39
2021
Q3 		– Sell
-6,731
Closed -$1.47M – 257
2021
Q2 		$1.47M Sell
6,731
-384
-5% -$88.7K 0.34% 52
2021
Q1 		$1.65M Sell
7,115
-653
-8% -$135K 0.75% 23
2020
Q4 		$1.41M Buy
7,768
+860
+12% +$146K 0.73% 30
2020
Q3 		$1.03M Buy
+6,908
New +$970K 0.58% 50

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
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 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

Veracity Capital's CAT Position: Q3 2026 in Review

Veracity Capital reduced its Caterpillar (CAT) stake by 26% in Q3 2026, selling an estimated $401K and leaving 1,324 shares worth $1.07M. The position accounts for 0.29% of the portfolio, ranked #62.

Veracity Capital first reported a position in CAT in Q3 2020 and has held it in 18 quarters since. The position peaked at $1.91M in Q2 2026. 214 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Veracity Capital held 1,324 shares of Caterpillar worth $1.07M as of Q3 2026.
  • Veracity Capital sold 473 Caterpillar shares in Q3 2026, an estimated $401K.
  • Caterpillar made up 0.29% of Veracity Capital's portfolio in Q3 2026, its #62 holding.
  • Veracity Capital first reported a position in Caterpillar in Q3 2020 and has held it in 18 quarters since.
  • Veracity Capital's Caterpillar position peaked at $1.91M in Q2 2026.
  • 214 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Veracity Capital's 13F filing for Q3 2026, filed 8 Oct 2026.