VA
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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

VestGen Advisors's CAT Position: Q1 2026 in Review

VestGen Advisors increased its Caterpillar (CAT) stake by 27% in Q1 2026, buying an estimated $2.48M and bringing the position to 16,645 shares worth $15.2M. The position accounts for 0.4% of the portfolio, ranked #45.

VestGen Advisors first reported a position in CAT in Q1 2025 and has held it in 5 quarters since. 3,733 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • VestGen Advisors held 16,645 shares of Caterpillar worth $15.2M as of Q1 2026.
  • VestGen Advisors bought 3,579 Caterpillar shares in Q1 2026, an estimated $2.48M.
  • Caterpillar made up 0.4% of VestGen Advisors's portfolio in Q1 2026, its #45 holding.
  • VestGen Advisors first reported a position in Caterpillar in Q1 2025 and has held it in 5 quarters since.
  • 3,733 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.