VIA
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Victrix Investment Advisors’s Caterpillar CAT Stock Holding History

Victrix Investment 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 		$5.73M Sell
5,385
-34
-0.6% -$29.9K 2.4% 13
2026
Q1 		$3.84M Sell
5,419
-210
-4% -$145K 1.39% 28
2025
Q4 		$3.22M Sell
5,629
-311
-5% -$173K 1.25% 29
2025
Q3 		$2.83M Sell
5,940
-138
-2% -$58.9K 1.55% 23
2025
Q2 		$2.36M Buy
6,078
+281
+5% +$93.7K 1.04% 33
2025
Q1 		$1.9M Buy
5,797
+36
+0.6% +$12.8K 1% 36
2024
Q4 		$2.09M Buy
+5,761
New +$2.23M 1.51% 25

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Victrix Investment Advisors's CAT Position: Q2 2026 in Review

Victrix Investment Advisors reduced its Caterpillar (CAT) stake by 0.63% in Q2 2026, selling an estimated $29.9K and leaving 5,385 shares worth $5.73M. The position accounts for 2.4% of the portfolio, ranked #13.

Victrix Investment Advisors first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 1,788 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Victrix Investment Advisors held 5,385 shares of Caterpillar worth $5.73M as of Q2 2026.
  • Victrix Investment Advisors sold 34 Caterpillar shares in Q2 2026, an estimated $29.9K.
  • Caterpillar made up 2.4% of Victrix Investment Advisors's portfolio in Q2 2026, its #13 holding.
  • Victrix Investment Advisors first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 1,788 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Victrix Investment Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.