VCM
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Viewpoint Capital Management’s Caterpillar CAT Stock Holding History

Viewpoint Capital Management’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
Q3 		$9.9M Buy
12,151
+3,501
+40% +$2.97M 4.6% 4
2026
Q2 		$9.21M Sell
8,650
-4,151
-32% -$3.65M 4.69% 5
2026
Q1 		$9.07M Sell
12,801
-5
-0% -$3.46K 4.24% 5
2025
Q4 		$7.34M Buy
12,806
+41
+0.3% +$22.8K 3.18% 7
2025
Q3 		$6.09M Hold
12,765
– – 2.68% 10
2025
Q2 		$4.96M Sell
12,765
-740
-5% -$247K 2.43% 11
2025
Q1 		$4.45M Buy
13,505
+200
+2% +$71.2K 2.4% 9
2024
Q4 		$4.83M Buy
13,305
+210
+2% +$81.4K 2.53% 9
2024
Q3 		$5.12M Buy
13,095
+310
+2% +$107K 2.86% 8
2024
Q2 		$4.26M Sell
12,785
-12,548
-50% -$4.35M 2.61% 8
2024
Q1 		$8.38M Buy
25,333
+12,585
+99% +$4.02M 5.33% 3
2023
Q4 		$3.77M Sell
12,748
-15
-0.1% -$3.89K 2.64% 8
2023
Q3 		$3.48M Buy
12,763
+100
+0.8% +$27.1K 2.78% 8
2023
Q2 		$3.12M Buy
12,663
+1,115
+10% +$249K 2.41% 8
2023
Q1 		$2.64M Sell
11,548
-110
-0.9% -$26.6K 2.37% 11
2022
Q4 		$2.79M Sell
11,658
-80
-0.7% -$17.4K 2.7% 8
2022
Q3 		$1.93M Sell
11,738
-50
-0.4% -$9.13K 1.9% 16
2022
Q2 		$2.11M Buy
11,788
+150
+1% +$31.6K 1.98% 16
2022
Q1 		$2.59M Sell
11,638
-120
-1% -$25.2K 2% 16
2021
Q4 		$2.43M Buy
+11,758
New +$2.37M 1.76% 16

Other funds holding CAT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Viewpoint Capital Management's CAT Position: Q3 2026 in Review

Viewpoint Capital Management increased its Caterpillar (CAT) stake by 40% in Q3 2026, buying an estimated $2.97M and bringing the position to 12,151 shares worth $9.9M. The position accounts for 4.6% of the portfolio, ranked #4.

Viewpoint Capital Management first reported a position in CAT in Q4 2021 and has held it in 20 quarters since. 2,500 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Viewpoint Capital Management held 12,151 shares of Caterpillar worth $9.9M as of Q3 2026.
  • Viewpoint Capital Management bought 3,501 Caterpillar shares in Q3 2026, an estimated $2.97M.
  • Caterpillar made up 4.6% of Viewpoint Capital Management's portfolio in Q3 2026, its #4 holding.
  • Viewpoint Capital Management first reported a position in Caterpillar in Q4 2021 and has held it in 20 quarters since.
  • 2,500 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Viewpoint Capital Management's 13F filing for Q3 2026, filed 27 Oct 2026.