VFP
CAT icon

Vilga Financial Planning’s Caterpillar CAT Stock Holding History

Vilga Financial Planning’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 		$417K Sell
392
-4
-1% -$3.51K 0.32% 52
2026
Q1 		$281K Sell
396
-40
-9% -$27.7K 0.25% 63
2025
Q4 		$250K Buy
+436
New +$242K 0.24% 68

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

Vilga Financial Planning's CAT Position: Q2 2026 in Review

Vilga Financial Planning reduced its Caterpillar (CAT) stake by 1% in Q2 2026, selling an estimated $3.51K and leaving 392 shares worth $417K. The position accounts for 0.32% of the portfolio, ranked #52.

Vilga Financial Planning first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 4,023 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Vilga Financial Planning held 392 shares of Caterpillar worth $417K as of Q2 2026.
  • Vilga Financial Planning sold 4 Caterpillar shares in Q2 2026, an estimated $3.51K.
  • Caterpillar made up 0.32% of Vilga Financial Planning's portfolio in Q2 2026, its #52 holding.
  • Vilga Financial Planning first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 4,023 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Vilga Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.