VWM
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Vigil Wealth Management’s Caterpillar CAT Stock Holding History

Vigil Wealth 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 		$1.88M Buy
1,768
+15
+0.9% +$13.2K 1.34% 19
2026
Q1 		$1.24M Buy
1,753
+20
+1% +$13.9K 1% 22
2025
Q4 		$993K Buy
+1,733
New +$963K 0.83% 25

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

Vigil Wealth Management's CAT Position: Q2 2026 in Review

Vigil Wealth Management increased its Caterpillar (CAT) stake by 0.86% in Q2 2026, buying an estimated $13.2K and bringing the position to 1,768 shares worth $1.88M. The position accounts for 1.34% of the portfolio, ranked #19.

Vigil Wealth Management first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 4,042 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Vigil Wealth Management held 1,768 shares of Caterpillar worth $1.88M as of Q2 2026.
  • Vigil Wealth Management bought 15 Caterpillar shares in Q2 2026, an estimated $13.2K.
  • Caterpillar made up 1.34% of Vigil Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Vigil Wealth Management first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 4,042 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Vigil Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.