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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

VestGen Advisors's CAT Position: Q2 2026 in Review

VestGen Advisors reduced its Caterpillar (CAT) stake by 11% in Q2 2026, selling an estimated $1.55M and leaving 14,885 shares worth $15.9M. The position accounts for 0.46% of the portfolio, ranked #42.

VestGen Advisors first reported a position in CAT in Q1 2025 and has held it in 6 quarters since. 4,061 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

VestGen Advisors held 14,885 shares of Caterpillar worth $15.9M as of Q2 2026.
VestGen Advisors sold 1,760 Caterpillar shares in Q2 2026, an estimated $1.55M.
Caterpillar made up 0.46% of VestGen Advisors's portfolio in Q2 2026, its #42 holding.
VestGen Advisors first reported a position in Caterpillar in Q1 2025 and has held it in 6 quarters since.
4,061 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.