VT
CAT icon

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
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 $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

Vise Technologies's CAT Position: Q1 2026 in Review

Vise Technologies held its Caterpillar (CAT) position steady in Q1 2026 at 23,788 shares worth $13.6M. The position accounts for 0.27% of the portfolio, ranked #69.

Vise Technologies first reported a position in CAT in Q1 2022 and has held it in 16 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Vise Technologies held 23,788 shares of Caterpillar worth $13.6M as of Q1 2026.
  • Vise Technologies left its Caterpillar share count unchanged in Q1 2026.
  • Caterpillar made up 0.27% of Vise Technologies's portfolio in Q1 2026, its #69 holding.
  • Vise Technologies first reported a position in Caterpillar in Q1 2022 and has held it in 16 quarters since.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.