Violich Capital Management’s Caterpillar CAT Stock Holding History

Violich Capital 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	$1.46M	Hold	1,800	–	–	0.16%	57
2026 Q2	$1.92M	Hold	1,800	–	–	0.21%	51
2026 Q1	$1.28M	Hold	1,800	–	–	0.15%	63
2025 Q4	$1.03M	Hold	1,800	–	–	0.12%	65
2025 Q3	$859K	Hold	1,800	–	–	0.1%	67
2025 Q2	$699K	Buy	+1,800	New	+$600K	0.1%	65
2020 Q3	–	Sell	-1,825	Closed	-$231K	–	105
2020 Q2	$231K	Sell	1,825 -450	-20%	-$53.4K	0.05%	99
2020 Q1	$264K	Hold	2,275	–	–	0.07%	88
2019 Q4	$336K	Hold	2,275	–	–	0.07%	93
2019 Q3	$287K	Hold	2,275	–	–	0.07%	94
2019 Q2	$310K	Sell	2,275 -25	-1%	-$3.3K	0.08%	95
2019 Q1	$312K	Hold	2,300	–	–	0.08%	91
2018 Q4	$292K	Hold	2,300	–	–	0.08%	86
2018 Q3	$351K	Sell	2,300 -25	-1%	-$3.54K	0.08%	86
2018 Q2	$315K	Hold	2,325	–	–	0.08%	91
2018 Q1	$343K	Hold	2,325	–	–	0.09%	86
2017 Q4	$366K	Hold	2,325	–	–	0.09%	83
2017 Q3	$290K	Hold	2,325	–	–	0.08%	88
2017 Q2	$250K	Hold	2,325	–	–	0.07%	91
2017 Q1	$216K	Hold	2,325	–	–	0.07%	102
2016 Q4	$218K	Sell	2,325 -575	-20%	-$52.1K	0.07%	99
2016 Q3	$257K	Hold	2,900	–	–	0.09%	85
2016 Q2	$220K	Hold	2,900	–	–	0.07%	88
2016 Q1	$222K	Sell	2,900 -500	-15%	-$33.5K	0.07%	85
2015 Q4	$231K	Sell	3,400 -225	-6%	-$15.7K	0.08%	81
2015 Q3	$237K	Sell	3,625 -1,550	-30%	-$119K	0.08%	81
2015 Q2	$439K	Sell	5,175 -1,800	-26%	-$155K	0.14%	74
2015 Q1	$558K	Sell	6,975 -475	-6%	-$39.5K	0.18%	69
2014 Q4	$682K	Sell	7,450 -1,000	-12%	-$97.3K	0.22%	63
2014 Q3	$837K	Sell	8,450 -1,000	-11%	-$106K	0.27%	54
2014 Q2	$1.03M	Buy	+9,450	New	+$992K	0.34%	51

Other funds holding CAT

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

Violich Capital Management's CAT Position: Q3 2026 in Review

Violich Capital Management held its Caterpillar (CAT) position steady in Q3 2026 at 1,800 shares worth $1.46M. The position accounts for 0.16% of the portfolio, ranked #57.

Violich Capital Management first reported a position in CAT in Q2 2014 and has held it in 31 quarters since. The position peaked at $1.92M in Q2 2026. 2,174 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Violich Capital Management held 1,800 shares of Caterpillar worth $1.46M as of Q3 2026.
Violich Capital Management left its Caterpillar share count unchanged in Q3 2026.
Caterpillar made up 0.16% of Violich Capital Management's portfolio in Q3 2026, its #57 holding.
Violich Capital Management first reported a position in Caterpillar in Q2 2014 and has held it in 31 quarters since.
Violich Capital Management's Caterpillar position peaked at $1.92M in Q2 2026.
2,174 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Violich Capital Management's 13F filing for Q3 2026, filed 5 Oct 2026.