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Virtus Investment Advisers’s Caterpillar CAT Stock Holding History

Virtus Investment Advisers’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 		$2.31M Buy
+2,173
New +$1.91M 0.54% 23
2025
Q1 		– Sell
-350
Closed -$127K – 508
2024
Q4 		$127K Sell
350
-260
-43% -$101K 0.1% 236
2024
Q3 		$239K Buy
610
+450
+281% +$155K 0.19% 178
2024
Q2 		$53.3K Sell
160
-83
-34% -$28.8K 0.05% 266
2024
Q1 		$89K Sell
243
-26
-10% -$8.31K 0.06% 253
2023
Q4 		$79.5K Hold
269
– – 0.06% 257
2023
Q3 		$73.4K Sell
269
-31
-10% -$8.41K 0.05% 235
2023
Q2 		$73.8K Buy
+300
New +$66.9K 0.05% 254
2018
Q1 		– Sell
-50,205
Closed -$7.91M – 77
2017
Q4 		$7.91M Buy
50,205
+35,227
+235% +$4.89M 0.86% 25
2017
Q3 		$1.87M Sell
14,978
-1,866
-11% -$215K 0.2% 152
2017
Q2 		$1.81M Sell
16,844
-1,968
-10% -$200K 0.18% 163
2017
Q1 		$1.75M Sell
18,812
-2,665
-12% -$252K 0.15% 181
2016
Q4 		$1.99M Buy
21,477
+14,843
+224% +$1.35M 0.15% 184
2016
Q3 		$589K Buy
+6,634
New +$543K 0.04% 332

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

Virtus Investment Advisers's CAT Position: Q2 2026 in Review

Virtus Investment Advisers opened a new position in Caterpillar (CAT) in Q2 2026: 2,173 shares worth $2.31M. The stake represents 0.54% of the portfolio and ranks #23 among its holdings. This is a return to the name: Virtus Investment Advisers previously reported a position in CAT as recently as Q4 2024.

Virtus Investment Advisers first reported a position in CAT in Q3 2016 and has held it in 14 quarters since. The position peaked at $7.91M in Q4 2017. 4,047 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Virtus Investment Advisers held 2,173 shares of Caterpillar worth $2.31M as of Q2 2026.
  • Caterpillar was a new Virtus Investment Advisers position in Q2 2026.
  • Caterpillar made up 0.54% of Virtus Investment Advisers's portfolio in Q2 2026, its #23 holding.
  • Virtus Investment Advisers first reported a position in Caterpillar in Q3 2016 and has held it in 14 quarters since.
  • Virtus Investment Advisers's Caterpillar position peaked at $7.91M in Q4 2017.
  • 4,047 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Virtus Investment Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.