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Vise Technologies’s Caterpillar CAT Stock Holding History

Vise Technologies’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 		$47.1M Buy
44,237
+20,449
+86% +$18M 0.53% 38
2026
Q1 		$13.6M Hold
23,788
– – 0.27% 69
2025
Q4 		$13.6M Buy
23,788
+6,326
+36% +$3.52M 0.27% 69
2025
Q3 		$8.33M Sell
17,462
-2,714
-13% -$1.16M 0.31% 64
2025
Q2 		$7.83M Buy
+20,176
New +$6.72M 0.32% 58
2024
Q4 		$5M Buy
13,776
+4,748
+53% +$1.84M 0.42% 40
2024
Q3 		$3.53M Buy
9,028
+2,028
+29% +$700K 0.45% 46
2024
Q2 		$2.33M Buy
7,000
+224
+3% +$77.7K 0.41% 56
2024
Q1 		$2.48M Sell
6,776
-1,433
-17% -$458K 0.49% 48
2023
Q4 		$2.43M Buy
8,209
+1,992
+32% +$517K 0.52% 47
2023
Q3 		$1.7M Sell
6,217
-59
-0.9% -$16K 0.42% 56
2023
Q2 		$1.54M Buy
6,276
+1,868
+42% +$416K 0.37% 65
2023
Q1 		$1.01M Buy
4,408
+927
+27% +$224K 0.27% 86
2022
Q4 		$834K Buy
3,481
+513
+17% +$112K 0.26% 95
2022
Q3 		$487K Buy
2,968
+1,080
+57% +$197K 0.18% 130
2022
Q2 		$337K Buy
1,888
+17
+0.9% +$3.58K 0.13% 181
2022
Q1 		$417K Buy
+1,871
New +$392K 0.16% 137

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Vise Technologies's CAT Position: Q2 2026 in Review

Vise Technologies increased its Caterpillar (CAT) stake by 86% in Q2 2026, buying an estimated $18M and bringing the position to 44,237 shares worth $47.1M. The position accounts for 0.53% of the portfolio, ranked #38.

Vise Technologies first reported a position in CAT in Q1 2022 and has held it in 17 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Vise Technologies held 44,237 shares of Caterpillar worth $47.1M as of Q2 2026.
  • Vise Technologies bought 20,449 Caterpillar shares in Q2 2026, an estimated $18M.
  • Caterpillar made up 0.53% of Vise Technologies's portfolio in Q2 2026, its #38 holding.
  • Vise Technologies first reported a position in Caterpillar in Q1 2022 and has held it in 17 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.