Vest Financial
CAT icon

Vest Financial’s Caterpillar CAT Stock Holding History

Vest Financial’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 		$57M Sell
70,326
-5,740
-8% -$4.87M 0.6% 57
2026
Q2 		$81M Sell
76,066
-19,326
-20% -$17M 0.85% 19
2026
Q1 		$67.6M Sell
95,392
-14,371
-13% -$10M 0.81% 25
2025
Q4 		$62.9M Sell
109,763
-30,549
-22% -$17M 0.8% 23
2025
Q3 		$66.9M Sell
140,312
-50,534
-26% -$21.6M 0.87% 18
2025
Q2 		$74.1M Buy
190,846
+49,076
+35% +$16.4M 1.05% 8
2025
Q1 		$46.8M Sell
141,770
-9,064
-6% -$3.23M 0.73% 68
2024
Q4 		$54.7M Buy
150,834
+1,662
+1% +$645K 0.97% 36
2024
Q3 		$58.3M Buy
149,172
+29,011
+24% +$10M 1.12% 11
2024
Q2 		$40M Sell
120,161
-7,557
-6% -$2.62M 0.96% 58
2024
Q1 		$46.8M Buy
127,718
+19,332
+18% +$6.18M 1.24% 6
2023
Q4 		$32M Buy
108,386
+21,423
+25% +$5.56M 1.19% 21
2023
Q3 		$23.7M Buy
86,963
+32,269
+59% +$8.75M 1.3% 7
2023
Q2 		$13.3M Buy
54,694
+15,387
+39% +$3.43M 1.24% 17
2023
Q1 		$9M Sell
39,307
-8,468
-18% -$2.05M 1.22% 64
2022
Q4 		$11.4M Sell
47,775
-3,057
-6% -$665K 1.79% 2
2022
Q3 		$8.34M Buy
50,832
+7,198
+16% +$1.31M 1.58% 28
2022
Q2 		$7.78M Buy
43,634
+4,499
+11% +$948K 1.42% 56
2022
Q1 		$8.72M Buy
39,135
+5,245
+15% +$1.1M 1.58% 27
2021
Q4 		$7.01M Buy
33,890
+8,809
+35% +$1.77M 1.52% 42
2021
Q3 		$4.82M Buy
25,081
+7,657
+44% +$1.59M 1.47% 48
2021
Q2 		$3.79M Buy
17,424
+4,448
+34% +$1.03M 1.44% 56
2021
Q1 		$3.01M Buy
12,976
+219
+2% +$45.3K 1.73% 3
2020
Q4 		$2.32M Buy
+12,757
New +$2.16M 1.56% 25

Other funds holding CAT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Vest Financial's CAT Position: Q3 2026 in Review

Vest Financial reduced its Caterpillar (CAT) stake by 7.5% in Q3 2026, selling an estimated $4.87M and leaving 70,326 shares worth $57M. The position accounts for 0.6% of the portfolio, ranked #57.

Vest Financial first reported a position in CAT in Q4 2020 and has held it in 24 quarters since. The position peaked at $81M in Q2 2026. 2,598 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Vest Financial held 70,326 shares of Caterpillar worth $57M as of Q3 2026.
  • Vest Financial sold 5,740 Caterpillar shares in Q3 2026, an estimated $4.87M.
  • Caterpillar made up 0.6% of Vest Financial's portfolio in Q3 2026, its #57 holding.
  • Vest Financial first reported a position in Caterpillar in Q4 2020 and has held it in 24 quarters since.
  • Vest Financial's Caterpillar position peaked at $81M in Q2 2026.
  • 2,598 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Vest Financial's 13F filing for Q3 2026, filed 21 Oct 2026.