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Vermillion & White Wealth Management Group’s Caterpillar CAT Stock Holding History

Vermillion & White Wealth Management Group’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 		– Sell
-73
Closed -$41.8K – 138
2025
Q4 		$41.8K Buy
73
+9
+14% +$5K 0.02% 168
2025
Q3 		$30.5K Sell
64
-25
-28% -$10.7K 0.02% 204
2025
Q2 		$34.6K Buy
89
+46
+107% +$15.3K 0.02% 173
2025
Q1 		$14.2K Buy
+43
New +$15.3K 0.01% 246

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
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Vermillion & White Wealth Management Group's CAT Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of Caterpillar (CAT) in Q1 2026, closing a stake of 73 shares — an estimated $41.8K sold.

Vermillion & White Wealth Management Group first reported a position in CAT in Q1 2025 and held it in 4 quarters. The position peaked at $41.8K in Q4 2025. 3,755 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Vermillion & White Wealth Management Group reported no remaining Caterpillar position as of Q1 2026 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 73 Caterpillar shares in Q1 2026, an estimated $41.8K.
  • Vermillion & White Wealth Management Group first reported a position in Caterpillar in Q1 2025 and held it in 4 quarters.
  • Vermillion & White Wealth Management Group's Caterpillar position peaked at $41.8K in Q4 2025.
  • 3,755 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.