Viking Fund Management’s Caterpillar CAT Stock Holding History

Viking Fund 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	$4.05M	Buy	5,000 +1,000	+25%	+$848K	0.35%	84
2026 Q2	$4.26M	Hold	4,000	–	–	0.38%	83
2026 Q1	$2.83M	Hold	4,000	–	–	0.29%	95
2025 Q4	$2.29M	Hold	4,000	–	–	0.27%	102
2025 Q3	$1.91M	Hold	4,000	–	–	0.23%	103
2025 Q2	$1.55M	Hold	4,000	–	–	0.21%	103
2025 Q1	$1.32M	Hold	4,000	–	–	0.19%	100
2024 Q4	$1.45M	Hold	4,000	–	–	0.23%	100
2024 Q3	$1.56M	Hold	4,000	–	–	0.25%	94
2024 Q2	$1.33M	Hold	4,000	–	–	0.24%	96
2024 Q1	$1.47M	Sell	4,000 -500	-11%	-$160K	0.27%	96
2023 Q4	$1.33M	Sell	4,500 -11,000	-71%	-$2.85M	0.26%	94
2023 Q3	$4.23M	Sell	15,500 -6,000	-28%	-$1.63M	0.85%	47
2023 Q2	$5.29M	Hold	21,500	–	–	1%	39
2023 Q1	$4.92M	Hold	21,500	–	–	0.95%	38
2022 Q4	$5.15M	Sell	21,500 -8,000	-27%	-$1.74M	1.02%	35
2022 Q3	$4.84M	Buy	29,500 +12,000	+69%	+$2.19M	1.14%	26
2022 Q2	$3.13M	Buy	17,500 +5,000	+40%	+$1.05M	0.72%	46
2022 Q1	$2.78M	Hold	12,500	–	–	0.63%	54
2021 Q4	$2.58M	Buy	12,500 +7,000	+127%	+$1.41M	0.68%	51
2021 Q3	$1.06M	Hold	5,500	–	–	0.31%	100
2021 Q2	$1.2M	Hold	5,500	–	–	0.34%	99
2021 Q1	$1.28M	Hold	5,500	–	–	0.38%	92
2020 Q4	$1M	Hold	5,500	–	–	0.32%	92
2020 Q3	$820K	Sell	5,500 -8,000	-59%	-$1.12M	0.3%	88
2020 Q2	$1.71M	Buy	13,500 +1,000	+8%	+$119K	0.63%	54
2020 Q1	$1.45M	Buy	12,500 +1,000	+9%	+$128K	0.64%	51
2019 Q4	$1.7M	Sell	11,500 -3,000	-21%	-$419K	0.48%	65
2019 Q3	$1.83M	Buy	14,500 +10,000	+222%	+$1.27M	0.52%	58
2019 Q2	$613K	Hold	4,500	–	–	0.16%	99
2019 Q1	$610K	Hold	4,500	–	–	0.15%	99
2018 Q4	$572K	Hold	4,500	–	–	0.16%	100
2018 Q3	$686K	Hold	4,500	–	–	0.14%	107
2018 Q2	$611K	Hold	4,500	–	–	0.12%	109
2018 Q1	$663K	Sell	4,500 -1,000	-18%	-$158K	0.13%	98
2017 Q4	$867K	Hold	5,500	–	–	0.14%	92
2017 Q3	$686K	Sell	5,500 -500	-8%	-$57.6K	0.11%	98
2017 Q2	$645K	Sell	6,000 -23,800	-80%	-$2.42M	0.1%	103
2017 Q1	$2.76M	Buy	29,800 +8,300	+39%	+$786K	0.37%	72
2016 Q4	$1.99M	Buy	+21,500	New	+$1.95M	0.25%	77
2013 Q4	–	Sell	-55,000	Closed	-$4.58M	–	47
2013 Q3	$4.58M	Sell	55,000 -11,000	-17%	-$930K	0.81%	42
2013 Q2	$5.44M	Buy	+66,000	New	+$5.61M	1%	40

Other funds holding CAT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Viking Fund Management's CAT Position: Q3 2026 in Review

Viking Fund Management increased its Caterpillar (CAT) stake by 25% in Q3 2026, buying an estimated $848K and bringing the position to 5,000 shares worth $4.05M. The position accounts for 0.35% of the portfolio, ranked #84.

Viking Fund Management first reported a position in CAT in Q2 2013 and has held it in 42 quarters since. The position peaked at $5.44M in Q2 2013. 1,993 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Viking Fund Management held 5,000 shares of Caterpillar worth $4.05M as of Q3 2026.
Viking Fund Management bought 1,000 Caterpillar shares in Q3 2026, an estimated $848K.
Caterpillar made up 0.35% of Viking Fund Management's portfolio in Q3 2026, its #84 holding.
Viking Fund Management first reported a position in Caterpillar in Q2 2013 and has held it in 42 quarters since.
Viking Fund Management's Caterpillar position peaked at $5.44M in Q2 2013.
1,993 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Viking Fund Management's 13F filing for Q3 2026, filed 14 Oct 2026.