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Vinva Investment Management’s Caterpillar CAT Stock Holding History

Vinva Investment 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
Q1 		$13.1M Buy
19,656
+9,191
+88% +$6.37M 0.16% 144
2025
Q4 		$6.04M Sell
10,465
-5,107
-33% -$2.84M 0.08% 196
2025
Q3 		$7.34M Sell
15,572
-18,213
-54% -$7.78M 0.14% 159
2025
Q2 		$13M Buy
33,785
+10,270
+44% +$3.42M 0.34% 77
2025
Q1 		$7.75M Buy
23,515
+4,452
+23% +$1.59M 0.31% 78
2024
Q4 		$6.92M Sell
19,063
-1,079
-5% -$418K 0.26% 87
2024
Q3 		$7.88M Buy
20,142
+5,105
+34% +$1.76M 0.33% 73
2024
Q2 		$4.92M Sell
15,037
-958
-6% -$332K 0.25% 94
2024
Q1 		$5.86M Sell
15,995
-1,650
-9% -$527K 0.33% 67
2023
Q4 		$5.24M Buy
17,645
+3,472
+24% +$901K 0.36% 70
2023
Q3 		$3.92M Buy
14,173
+5,264
+59% +$1.43M 0.37% 66
2023
Q2 		$2.18M Sell
8,909
-2,026
-19% -$452K 0.19% 132
2023
Q1 		$2.46M Buy
+10,935
New +$2.64M 0.2% 126

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Vinva Investment Management's CAT Position: Q1 2026 in Review

Vinva Investment Management increased its Caterpillar (CAT) stake by 88% in Q1 2026, buying an estimated $6.37M and bringing the position to 19,656 shares worth $13.1M. The position accounts for 0.16% of the portfolio, ranked #144.

Vinva Investment Management first reported a position in CAT in Q1 2023 and has held it in 13 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Vinva Investment Management held 19,656 shares of Caterpillar worth $13.1M as of Q1 2026.
  • Vinva Investment Management bought 9,191 Caterpillar shares in Q1 2026, an estimated $6.37M.
  • Caterpillar made up 0.16% of Vinva Investment Management's portfolio in Q1 2026, its #144 holding.
  • Vinva Investment Management first reported a position in Caterpillar in Q1 2023 and has held it in 13 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Vinva Investment Management's 13F filing for Q1 2026, filed 14 May 2026.