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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
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
-7,499
-53% -$1.73M 0.34% 52
2021
Q1 		$3.3M Sell
14,230
-1,306
-8% -$270K 0.7% 24
2020
Q4 		$2.83M Buy
15,536
+1,720
+12% +$292K 0.71% 31
2020
Q3 		$2.06M Buy
+13,816
New +$1.94M 0.56% 51

Other funds holding CAT

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Veracity Capital's CAT Position: Q2 2026 in Review

Veracity Capital increased its Caterpillar (CAT) stake by 0.39% in Q2 2026, buying an estimated $6.15K and bringing the position to 1,797 shares worth $1.91M. The position accounts for 0.52% of the portfolio, ranked #35.

Veracity Capital first reported a position in CAT in Q3 2020 and has held it in 17 quarters since. The position peaked at $3.3M in Q1 2021. 2,116 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Veracity Capital held 1,797 shares of Caterpillar worth $1.91M as of Q2 2026.
  • Veracity Capital bought 7 Caterpillar shares in Q2 2026, an estimated $6.15K.
  • Caterpillar made up 0.52% of Veracity Capital's portfolio in Q2 2026, its #35 holding.
  • Veracity Capital first reported a position in Caterpillar in Q3 2020 and has held it in 17 quarters since.
  • Veracity Capital's Caterpillar position peaked at $3.3M in Q1 2021.
  • 2,116 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Veracity Capital's 13F filing for Q2 2026, filed 13 Jul 2026.