Vima LLC
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
Q3 		$138K Buy
170
+10
+6% +$8.48K 0.14% 98
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Vima LLC's CAT Position: Q3 2026 in Review

Vima LLC increased its Caterpillar (CAT) stake by 6.3% in Q3 2026, buying an estimated $8.48K and bringing the position to 170 shares worth $138K. The position accounts for 0.14% of the portfolio, ranked #98.

Vima LLC first reported a position in CAT in Q4 2023 and has held it in 4 quarters since. The position peaked at $170K in Q2 2026. 1,890 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Vima LLC held 170 shares of Caterpillar worth $138K as of Q3 2026.
  • Vima LLC bought 10 Caterpillar shares in Q3 2026, an estimated $8.48K.
  • Caterpillar made up 0.14% of Vima LLC's portfolio in Q3 2026, its #98 holding.
  • Vima LLC first reported a position in Caterpillar in Q4 2023 and has held it in 4 quarters since.
  • Vima LLC's Caterpillar position peaked at $170K in Q2 2026.
  • 1,890 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Vima LLC's 13F filing for Q3 2026, filed 23 Oct 2026.