Verity & Verity’s Caterpillar CAT Stock Holding History

Verity & Verity’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	$337K	Sell	416 -32	-7%	-$27.1K	0.02%	106
2026 Q2	$477K	Hold	448	–	–	0.03%	99
2026 Q1	$317K	Hold	448	–	–	0.02%	116
2025 Q4	$257K	Buy	448 +10	+2%	+$5.56K	0.02%	139
2025 Q3	$209K	Sell	438 -217	-33%	-$92.6K	0.02%	132
2025 Q2	$254K	Sell	655 -28	-4%	-$9.33K	0.02%	125
2025 Q1	$225K	Sell	683 -451	-40%	-$161K	0.02%	122
2024 Q4	$411K	Buy	1,134 +355	+46%	+$138K	0.04%	105
2024 Q3	$305K	Sell	779 -111	-12%	-$38.3K	0.03%	101
2024 Q2	$296K	Buy	+890	New	+$309K	0.03%	99
2023 Q2	–	Sell	-2,785	Closed	-$637K	–	105
2023 Q1	$637K	Buy	2,785 +35	+1%	+$8.46K	0.08%	81
2022 Q4	$659K	Buy	+2,750	New	+$599K	0.09%	89

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Verity & Verity's CAT Position: Q3 2026 in Review

Verity & Verity reduced its Caterpillar (CAT) stake by 7.1% in Q3 2026, selling an estimated $27.1K and leaving 416 shares worth $337K. The position accounts for 0.02% of the portfolio, ranked #106.

Verity & Verity first reported a position in CAT in Q4 2022 and has held it in 12 quarters since. The position peaked at $659K in Q4 2022. 1,272 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Verity & Verity held 416 shares of Caterpillar worth $337K as of Q3 2026.
Verity & Verity sold 32 Caterpillar shares in Q3 2026, an estimated $27.1K.
Caterpillar made up 0.02% of Verity & Verity's portfolio in Q3 2026, its #106 holding.
Verity & Verity first reported a position in Caterpillar in Q4 2022 and has held it in 12 quarters since.
Verity & Verity's Caterpillar position peaked at $659K in Q4 2022.
1,272 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Verity & Verity's 13F filing for Q3 2026, filed 23 Oct 2026.