VCM
CAT icon

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
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

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

Viewpoint Capital Management's CAT Position: Q1 2026 in Review

Viewpoint Capital Management reduced its Caterpillar (CAT) stake by 0.04% in Q1 2026, selling an estimated $3.46K and leaving 12,801 shares worth $9.07M. The position accounts for 4.24% of the portfolio, ranked #5.

Viewpoint Capital Management first reported a position in CAT in Q4 2021 and has held it in 18 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Viewpoint Capital Management held 12,801 shares of Caterpillar worth $9.07M as of Q1 2026.
  • Viewpoint Capital Management sold 5 Caterpillar shares in Q1 2026, an estimated $3.46K.
  • Caterpillar made up 4.24% of Viewpoint Capital Management's portfolio in Q1 2026, its #5 holding.
  • Viewpoint Capital Management first reported a position in Caterpillar in Q4 2021 and has held it in 18 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Viewpoint Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.