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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Viewpoint Capital Management's CAT Position: Q2 2026 in Review

Viewpoint Capital Management reduced its Caterpillar (CAT) stake by 32% in Q2 2026, selling an estimated $3.65M and leaving 8,650 shares worth $9.21M. The position accounts for 4.69% of the portfolio, ranked #5.

Viewpoint Capital Management first reported a position in CAT in Q4 2021 and has held it in 19 quarters since. 4,063 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Viewpoint Capital Management held 8,650 shares of Caterpillar worth $9.21M as of Q2 2026.
  • Viewpoint Capital Management sold 4,151 Caterpillar shares in Q2 2026, an estimated $3.65M.
  • Caterpillar made up 4.69% of Viewpoint Capital Management's portfolio in Q2 2026, its #5 holding.
  • Viewpoint Capital Management first reported a position in Caterpillar in Q4 2021 and has held it in 19 quarters since.
  • 4,063 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Viewpoint Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.