VPWA
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Vestia Personal Wealth Advisors’s Caterpillar CAT Stock Holding History

Vestia Personal Wealth 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 		$1.15M Buy
1,083
+3
+0.3% +$2.63K 0.45% 34
2026
Q1 		$765K Buy
1,080
+4
+0.4% +$2.77K 0.36% 38
2025
Q4 		$695K Sell
1,076
-79
-7% -$43.9K 0.35% 39
2025
Q3 		$551K Buy
1,155
+149
+15% +$63.6K 0.32% 46
2025
Q2 		$390K Buy
1,006
+31
+3% +$10.3K 0.27% 58
2025
Q1 		$322K Sell
975
-21
-2% -$7.48K 0.25% 61
2024
Q4 		$361K Buy
996
+18
+2% +$6.98K 0.3% 53
2024
Q3 		$383K Buy
978
+11
+1% +$3.8K 0.36% 44
2024
Q2 		$322K Buy
+967
New +$335K 0.34% 48

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Vestia Personal Wealth Advisors's CAT Position: Q2 2026 in Review

Vestia Personal Wealth Advisors increased its Caterpillar (CAT) stake by 0.28% in Q2 2026, buying an estimated $2.63K and bringing the position to 1,083 shares worth $1.15M. The position accounts for 0.45% of the portfolio, ranked #34.

Vestia Personal Wealth Advisors first reported a position in CAT in Q2 2024 and has held it in 9 quarters since. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Vestia Personal Wealth Advisors held 1,083 shares of Caterpillar worth $1.15M as of Q2 2026.
  • Vestia Personal Wealth Advisors bought 3 Caterpillar shares in Q2 2026, an estimated $2.63K.
  • Caterpillar made up 0.45% of Vestia Personal Wealth Advisors's portfolio in Q2 2026, its #34 holding.
  • Vestia Personal Wealth Advisors first reported a position in Caterpillar in Q2 2024 and has held it in 9 quarters since.
  • 4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.