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 Q2	$46.4M	Buy	122,835 +98,036	+395%	+$86.1M	2.91%	8
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 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

Vestor Capital's CAT Position: Q2 2026 in Review

Vestor Capital increased its Caterpillar (CAT) stake by 395% in Q2 2026, buying an estimated $86.1M and bringing the position to 122,835 shares worth $46.4M. The position accounts for 2.91% of the portfolio, ranked #8.

Vestor Capital first reported a position in CAT in Q2 2017 and has held it in 15 quarters since. 4,053 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Vestor Capital held 122,835 shares of Caterpillar worth $46.4M as of Q2 2026.
Vestor Capital bought 98,036 Caterpillar shares in Q2 2026, an estimated $86.1M.
Caterpillar made up 2.91% of Vestor Capital's portfolio in Q2 2026, its #8 holding.
Vestor Capital first reported a position in Caterpillar in Q2 2017 and has held it in 15 quarters since.
4,053 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Vestor Capital's 13F filing for Q2 2026, filed 28 Jul 2026.