Verition Fund Management
CAT icon

Verition Fund Management’s Caterpillar CAT Stock Holding History

Verition Fund Management’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 		$1.06M Sell
1,000
-200
-17% -$176K 0.01% 1395
2026
Q1 		$850K Sell
1,200
-23,200
-95% -$16.1M 0.01% 1378
2025
Q4 		$14M Hold
24,400
– – 0.05% 310
2025
Q3 		$11.6M Sell
24,400
-2,000
-8% -$854K 0.05% 432
2025
Q2 		$10.2M Buy
26,400
+11,100
+73% +$3.7M 0.05% 520
2025
Q1 		$5.05M Sell
15,300
-2,300
-13% -$819K 0.02% 831
2024
Q4 		$6.38M Buy
17,600
+5,900
+50% +$2.29M 0.03% 748
2024
Q3 		$4.58M Sell
11,700
-1,500
-11% -$518K 0.02% 909
2024
Q2 		$4.4M Buy
13,200
+8,800
+200% +$3.05M 0.02% 799
2024
Q1 		$1.61M Buy
4,400
+1,600
+57% +$511K 0.01% 1337
2023
Q4 		$828K Buy
+2,800
New +$726K 0.01% 1268
2023
Q1 		– Sell
-1,600
Closed -$383K – 2185
2022
Q4 		$383K Sell
1,600
-6,700
-81% -$1.46M 0.01% 1372
2022
Q3 		$1.36M Buy
+8,300
New +$1.52M 0.02% 1173
2022
Q2 		– Sell
-20,500
Closed -$4.57M – 2410
2022
Q1 		$4.57M Buy
20,500
+3,900
+23% +$818K 0.05% 433
2021
Q4 		$3.43M Sell
16,600
-5,600
-25% -$1.13M 0.02% 546
2021
Q3 		$4.26M Buy
+22,200
New +$4.62M 0.04% 323
2020
Q1 		– Sell
-1,400
Closed -$205K – 659
2019
Q4 		$205K Buy
+1,400
New +$195K ﹤0.01% 967
2017
Q2 		– Sell
-2,500
Closed -$232K – 955
2017
Q1 		$232K Buy
+2,500
New +$237K 0.02% 969

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

Verition Fund Management's CAT Position: Q2 2026 in Review

Verition Fund Management increased its Caterpillar (CAT) stake by 22% in Q2 2026, buying an estimated $974K and bringing the position to 6,101 shares worth $6.5M. The position accounts for 0.03% of the portfolio, ranked #542.

Verition Fund Management first reported a position in CAT in Q2 2013 and has held it in 39 quarters since. The position peaked at $33.2M in Q4 2025. 4,063 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Verition Fund Management held 6,101 shares of Caterpillar worth $6.5M as of Q2 2026.
  • Verition Fund Management bought 1,109 Caterpillar shares in Q2 2026, an estimated $974K.
  • Caterpillar made up 0.03% of Verition Fund Management's portfolio in Q2 2026, its #542 holding.
  • Verition Fund Management first reported a position in Caterpillar in Q2 2013 and has held it in 39 quarters since.
  • Verition Fund Management's Caterpillar position peaked at $33.2M in Q4 2025.
  • 4,063 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Verition Fund Management's 13F filing for Q2 2026, filed 14 Aug 2026.