VV
CAT icon

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Verity & Verity's CAT Position: Q1 2026 in Review

Verity & Verity held its Caterpillar (CAT) position steady in Q1 2026 at 448 shares worth $317K. The position accounts for 0.02% of the portfolio, ranked #116.

Verity & Verity first reported a position in CAT in Q4 2022 and has held it in 10 quarters since. The position peaked at $659K in Q4 2022. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Verity & Verity held 448 shares of Caterpillar worth $317K as of Q1 2026.
  • Verity & Verity left its Caterpillar share count unchanged in Q1 2026.
  • Caterpillar made up 0.02% of Verity & Verity's portfolio in Q1 2026, its #116 holding.
  • Verity & Verity first reported a position in Caterpillar in Q4 2022 and has held it in 10 quarters since.
  • Verity & Verity's Caterpillar position peaked at $659K in Q4 2022.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Verity & Verity's 13F filing for Q1 2026, filed 15 Apr 2026.