VWM
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Vermillion Wealth Management’s Caterpillar CAT Stock Holding History

Vermillion Wealth 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 		$2.34M Sell
2,196
-725
-25% -$637K 0.55% 30
2026
Q1 		$2.07M Sell
2,921
-6
-0.2% -$4.16K 0.81% 22
2025
Q4 		$1.68M Buy
2,927
+388
+15% +$216K 0.68% 21
2025
Q3 		$1.21M Sell
2,539
-7
-0.3% -$2.99K 0.33% 43
2025
Q2 		$989K Sell
2,546
-474
-16% -$158K 0.47% 29
2025
Q1 		$996K Buy
3,020
+8
+0.3% +$2.85K 0.29% 48
2024
Q4 		$1.09M Buy
+3,012
New +$1.17M 0.56% 26

Other funds holding CAT

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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Vermillion Wealth Management's CAT Position: Q2 2026 in Review

Vermillion Wealth Management reduced its Caterpillar (CAT) stake by 25% in Q2 2026, selling an estimated $637K and leaving 2,196 shares worth $2.34M. The position accounts for 0.55% of the portfolio, ranked #30.

Vermillion Wealth Management first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 1,653 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Vermillion Wealth Management held 2,196 shares of Caterpillar worth $2.34M as of Q2 2026.
  • Vermillion Wealth Management sold 725 Caterpillar shares in Q2 2026, an estimated $637K.
  • Caterpillar made up 0.55% of Vermillion Wealth Management's portfolio in Q2 2026, its #30 holding.
  • Vermillion Wealth Management first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 1,653 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.