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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Verity & Verity's CAT Position: Q2 2026 in Review

Verity & Verity held its Caterpillar (CAT) position steady in Q2 2026 at 448 shares worth $477K. The position accounts for 0.03% of the portfolio, ranked #99.

Verity & Verity first reported a position in CAT in Q4 2022 and has held it in 11 quarters since. The position peaked at $659K in Q4 2022. 4,053 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Verity & Verity held 448 shares of Caterpillar worth $477K as of Q2 2026.
Verity & Verity left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.03% of Verity & Verity's portfolio in Q2 2026, its #99 holding.
Verity & Verity first reported a position in Caterpillar in Q4 2022 and has held it in 11 quarters since.
Verity & Verity's Caterpillar position peaked at $659K in Q4 2022.
4,053 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Verity & Verity's 13F filing for Q2 2026, filed 28 Jul 2026.