VF
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
Q2 		$81M Sell
76,066
-19,326
-20% -$17M 0.85% 19
2026
Q1 		$67.6M Sell
95,392
-14,371
-13% -$9.95M 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

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

Vest Financial's CAT Position: Q2 2026 in Review

Vest Financial reduced its Caterpillar (CAT) stake by 20% in Q2 2026, selling an estimated $17M and leaving 76,066 shares worth $81M. The position accounts for 0.85% of the portfolio, ranked #19.

Vest Financial first reported a position in CAT in Q4 2020 and has held it in 23 quarters since. 1,655 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Vest Financial held 76,066 shares of Caterpillar worth $81M as of Q2 2026.
  • Vest Financial sold 19,326 Caterpillar shares in Q2 2026, an estimated $17M.
  • Caterpillar made up 0.85% of Vest Financial's portfolio in Q2 2026, its #19 holding.
  • Vest Financial first reported a position in Caterpillar in Q4 2020 and has held it in 23 quarters since.
  • 1,655 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.