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Vestor Capital’s Caterpillar CAT Stock Holding History

Vestor Capital’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 		$17.6M Sell
24,799
-9,993
-29% -$6.92M 1.27% 23
2025
Q4 		$296K Buy
34,792
+34,275
+6,630% +$19M 0.02% 118
2025
Q3 		$247K Sell
517
-54,281
-99% -$23.2M 0.02% 149
2025
Q2 		$8.25M Buy
54,798
+54,665
+41,102% +$18.2M 0.62% 44
2025
Q1 		$44K Sell
133
-10,621
-99% -$3.78M ﹤0.01% 242
2024
Q4 		$3.9M Buy
10,754
+67
+0.6% +$26K 0.3% 69
2024
Q3 		$4.18M Buy
+10,687
New +$3.69M 0.33% 54
2024
Q2 		– Sell
-119
Closed -$44K – 249
2024
Q1 		$44K Buy
+119
New +$38K ﹤0.01% 245
2023
Q4 		– Sell
-154
Closed -$42K – 244
2023
Q3 		$42K Buy
+154
New +$41.8K ﹤0.01% 242
2018
Q3 		– Sell
-632
Closed -$86K – 115
2018
Q2 		$86K Sell
632
-35
-5% -$5.23K 0.02% 93
2018
Q1 		$98K Buy
667
+110
+20% +$17.4K 0.02% 91
2017
Q4 		$88K Buy
557
+146
+36% +$20.3K 0.02% 95
2017
Q3 		$51K Hold
411
– – 0.01% 111
2017
Q2 		$44K Buy
+411
New +$41.8K 0.01% 119

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

Vestor Capital's CAT Position: Q1 2026 in Review

Vestor Capital reduced its Caterpillar (CAT) stake by 29% in Q1 2026, selling an estimated $6.92M and leaving 24,799 shares worth $17.6M. The position accounts for 1.27% of the portfolio, ranked #23.

Vestor Capital first reported a position in CAT in Q2 2017 and has held it in 14 quarters since. 3,734 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Vestor Capital held 24,799 shares of Caterpillar worth $17.6M as of Q1 2026.
  • Vestor Capital sold 9,993 Caterpillar shares in Q1 2026, an estimated $6.92M.
  • Caterpillar made up 1.27% of Vestor Capital's portfolio in Q1 2026, its #23 holding.
  • Vestor Capital first reported a position in Caterpillar in Q2 2017 and has held it in 14 quarters since.
  • 3,734 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Vestor Capital's 13F filing for Q1 2026, filed 21 May 2026.