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Vestmark Advisory Solutions’s Caterpillar CAT Stock Holding History

Vestmark Advisory Solutions’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 		$10.9M Buy
10,211
+2,481
+32% +$2.18M 0.1% 216
2026
Q1 		$5.48M Buy
7,730
+3,068
+66% +$2.12M 0.06% 324
2025
Q4 		$2.67M Buy
4,662
+3,402
+270% +$1.89M 0.04% 494
2025
Q3 		$601K Buy
+1,260
New +$538K 0.01% 653
2025
Q1 		– Sell
-604
Closed -$219K – 631
2024
Q4 		$219K Buy
+604
New +$234K 0.01% 548
2024
Q2 		– Sell
-563
Closed -$206K – 539
2024
Q1 		$206K Sell
563
-288
-34% -$92K 0.01% 504
2023
Q4 		$252K Sell
851
-219
-20% -$56.8K 0.01% 447
2023
Q3 		$292K Sell
1,070
-10,399
-91% -$2.82M 0.02% 346
2023
Q2 		$2.82M Buy
11,469
+444
+4% +$99K 0.11% 251
2023
Q1 		$2.52M Sell
11,025
-10,909
-50% -$2.64M 0.11% 258
2022
Q4 		$5.25M Buy
21,934
+190
+0.9% +$41.4K 0.26% 96
2022
Q3 		$3.57M Buy
21,744
+6,087
+39% +$1.11M 0.2% 134
2022
Q2 		$2.8M Buy
15,657
+7,041
+82% +$1.48M 0.16% 168
2022
Q1 		$1.92M Buy
8,616
+1,108
+15% +$232K 0.11% 250
2021
Q4 		$1.55M Buy
7,508
+538
+8% +$108K 0.09% 283
2021
Q3 		$1.34M Buy
6,970
+71
+1% +$14.8K 0.09% 285
2021
Q2 		$1.5M Sell
6,899
-1,482
-18% -$342K 0.11% 241
2021
Q1 		$1.94M Buy
8,381
+633
+8% +$131K 0.17% 161
2020
Q4 		$1.41M Buy
7,748
+256
+3% +$43.4K 0.16% 176
2020
Q3 		$1.12M Buy
7,492
+1,205
+19% +$169K 0.15% 193
2020
Q2 		$795K Buy
6,287
+2,951
+88% +$350K 0.12% 231
2020
Q1 		$387K Buy
+3,336
New +$426K 0.08% 309
2019
Q4 		– Sell
-1,972
Closed -$249K – 296
2019
Q3 		$249K Sell
1,972
-1,791
-48% -$228K 0.04% 478
2019
Q2 		$513K Buy
3,763
+633
+20% +$83.6K 0.09% 278
2019
Q1 		$424K Buy
+3,130
New +$416K 0.08% 313

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

Vestmark Advisory Solutions's CAT Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its Caterpillar (CAT) stake by 32% in Q2 2026, buying an estimated $2.18M and bringing the position to 10,211 shares worth $10.9M. The position accounts for 0.1% of the portfolio, ranked #216.

Vestmark Advisory Solutions first reported a position in CAT in Q1 2019 and has held it in 25 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Vestmark Advisory Solutions held 10,211 shares of Caterpillar worth $10.9M as of Q2 2026.
  • Vestmark Advisory Solutions bought 2,481 Caterpillar shares in Q2 2026, an estimated $2.18M.
  • Caterpillar made up 0.1% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #216 holding.
  • Vestmark Advisory Solutions first reported a position in Caterpillar in Q1 2019 and has held it in 25 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.