VFG
CAT icon

Victory Financial Group’s Caterpillar CAT Stock Holding History

Victory Financial Group’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 		$1.45M Buy
2,043
+628
+44% +$435K 0.18% 89
2025
Q4 		$810K Buy
1,415
+44
+3% +$24.5K 0.1% 133
2025
Q3 		$654K Sell
1,371
-190
-12% -$81.1K 0.09% 120
2025
Q2 		$606K Buy
1,561
+836
+115% +$279K 0.1% 107
2025
Q1 		$241K Buy
+725
New +$258K 0.05% 149

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

Victory Financial Group's CAT Position: Q1 2026 in Review

Victory Financial Group increased its Caterpillar (CAT) stake by 44% in Q1 2026, buying an estimated $435K and bringing the position to 2,043 shares worth $1.45M. The position accounts for 0.18% of the portfolio, ranked #89.

Victory Financial Group first reported a position in CAT in Q1 2025 and has held it in 5 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Victory Financial Group held 2,043 shares of Caterpillar worth $1.45M as of Q1 2026.
  • Victory Financial Group bought 628 Caterpillar shares in Q1 2026, an estimated $435K.
  • Caterpillar made up 0.18% of Victory Financial Group's portfolio in Q1 2026, its #89 holding.
  • Victory Financial Group first reported a position in Caterpillar in Q1 2025 and has held it in 5 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Victory Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.