VestGen Advisors’s Caterpillar CAT Stock Holding History

VestGen Advisors’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	$11.4M	Sell	14,029 -856	-6%	-$726K	0.35%	61
2026 Q2	$15.9M	Sell	14,885 -1,760	-11%	-$1.55M	0.46%	42
2026 Q1	$15.2M	Buy	16,645 +3,579	+27%	+$2.48M	0.4%	45
2025 Q4	$7.49M	Sell	13,066 -4,852	-27%	-$2.7M	0.32%	79
2025 Q3	$8.55M	Buy	17,918 +6,990	+64%	+$2.98M	0.28%	73
2025 Q2	$4.37M	Buy	10,928 +714	+7%	+$238K	0.17%	126
2025 Q1	$3.37M	Buy	+10,214	New	+$3.64M	0.15%	138

Other funds holding CAT

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

VestGen Advisors's CAT Position: Q3 2026 in Review

VestGen Advisors reduced its Caterpillar (CAT) stake by 5.8% in Q3 2026, selling an estimated $726K and leaving 14,029 shares worth $11.4M. The position accounts for 0.35% of the portfolio, ranked #61.

VestGen Advisors first reported a position in CAT in Q1 2025 and has held it in 7 quarters since. The position peaked at $15.9M in Q2 2026. 2,734 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

VestGen Advisors held 14,029 shares of Caterpillar worth $11.4M as of Q3 2026.
VestGen Advisors sold 856 Caterpillar shares in Q3 2026, an estimated $726K.
Caterpillar made up 0.35% of VestGen Advisors's portfolio in Q3 2026, its #61 holding.
VestGen Advisors first reported a position in Caterpillar in Q1 2025 and has held it in 7 quarters since.
VestGen Advisors's Caterpillar position peaked at $15.9M in Q2 2026.
2,734 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on VestGen Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.