VL
CAT icon

Vima LLC’s Caterpillar CAT Stock Holding History

Vima LLC’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 		$170K Buy
+160
New +$141K 0.17% 88
2024
Q2 		– Sell
-101
Closed -$23.2K – 118
2024
Q1 		$23.2K Sell
101
-1
-1% -$320 0.03% 176
2023
Q4 		$30.5K Buy
+102
New +$26.5K 0.07% 150

Other funds holding CAT

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Vima LLC's CAT Position: Q2 2026 in Review

Vima LLC opened a new position in Caterpillar (CAT) in Q2 2026: 160 shares worth $170K. The stake represents 0.17% of the portfolio and ranks #88 among its holdings. This is a return to the name: Vima LLC previously reported a position in CAT as recently as Q1 2024.

Vima LLC first reported a position in CAT in Q4 2023 and has held it in 3 quarters since. 2,116 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Vima LLC held 160 shares of Caterpillar worth $170K as of Q2 2026.
  • Caterpillar was a new Vima LLC position in Q2 2026.
  • Caterpillar made up 0.17% of Vima LLC's portfolio in Q2 2026, its #88 holding.
  • Vima LLC first reported a position in Caterpillar in Q4 2023 and has held it in 3 quarters since.
  • 2,116 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Vima LLC's 13F filing for Q2 2026, filed 24 Jul 2026.