Vigilare Wealth Management’s Caterpillar CAT Stock Holding History

Vigilare 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	$875K	Buy	821 +10	+1%	+$8.79K	0.27%	49
2026 Q1	$575K	Hold	811	–	–	0.19%	59
2025 Q4	$465K	Hold	811	–	–	0.16%	74
2025 Q3	$387K	Sell	811 -200	-20%	-$85.4K	0.13%	89
2025 Q2	$392K	Buy	1,011 +350	+53%	+$117K	0.15%	80
2025 Q1	$218K	Hold	661	–	–	0.09%	94
2024 Q4	$240K	Hold	661	–	–	0.1%	79
2024 Q3	$259K	Hold	661	–	–	0.1%	77
2024 Q2	$220K	Buy	661 +11	+2%	+$3.81K	0.1%	85
2024 Q1	$238K	Buy	+650	New	+$208K	0.12%	84
2023 Q1	–	Sell	-975	Closed	-$234K	–	110
2022 Q4	$234K	Buy	+975	New	+$212K	0.14%	92
2022 Q3	–	Sell	-1,475	Closed	-$264K	–	109
2022 Q2	$264K	Sell	1,475 -350	-19%	-$73.8K	0.29%	84
2022 Q1	$407K	Sell	1,825 -87	-5%	-$18.2K	0.33%	73
2021 Q4	$395K	Hold	1,912	–	–	0.23%	111
2021 Q3	$367K	Sell	1,912 -757	-28%	-$158K	0.23%	121
2021 Q2	$581K	Buy	2,669 +320	+14%	+$73.9K	0.35%	78
2021 Q1	$545K	Buy	2,349 +449	+24%	+$93K	0.39%	71
2020 Q4	$346K	Buy	1,900 +200	+12%	+$33.9K	0.33%	73
2020 Q3	$254K	Hold	1,700	–	–	0.26%	91
2020 Q2	$215K	Sell	1,700 -1,427	-46%	-$169K	0.22%	102
2020 Q1	$363K	Sell	3,127 -968	-24%	-$124K	0.43%	61
2019 Q4	$531K	Buy	+4,095	New	+$571K	0.35%	72

Other funds holding CAT

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

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

Vigilare Wealth Management increased its Caterpillar (CAT) stake by 1.2% in Q2 2026, buying an estimated $8.79K and bringing the position to 821 shares worth $875K. The position accounts for 0.27% of the portfolio, ranked #49.

Vigilare Wealth Management first reported a position in CAT in Q4 2019 and has held it in 22 quarters since. 837 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Vigilare Wealth Management held 821 shares of Caterpillar worth $875K as of Q2 2026.
Vigilare Wealth Management bought 10 Caterpillar shares in Q2 2026, an estimated $8.79K.
Caterpillar made up 0.27% of Vigilare Wealth Management's portfolio in Q2 2026, its #49 holding.
Vigilare Wealth Management first reported a position in Caterpillar in Q4 2019 and has held it in 22 quarters since.
837 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Vigilare Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.