Vision Capital Management’s Caterpillar CAT Stock Holding History

Vision 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 Q1	$548K	Hold	773	–	–	0.07%	97
2025 Q4	$443K	Hold	773	–	–	0.05%	108
2025 Q3	$369K	Sell	773 -197	-20%	-$84.1K	0.05%	113
2025 Q2	$377K	Buy	970 +150	+18%	+$50K	0.05%	108
2025 Q1	$270K	Sell	820 -200	-20%	-$71.2K	0.04%	120
2024 Q4	$370K	Buy	1,020 +50	+5%	+$19.4K	0.05%	105
2024 Q3	$379K	Buy	+970	New	+$335K	0.05%	104
2013 Q4	–	Sell	-218,952	Closed	-$18.3M	–	67
2013 Q3	$18.3M	Buy	218,952 +52,175	+31%	+$4.41M	2.16%	39
2013 Q2	$13.8M	Buy	+166,777	New	+$14.2M	2.21%	38

Other funds holding CAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Vision Capital Management's CAT Position: Q1 2026 in Review

Vision Capital Management held its Caterpillar (CAT) position steady in Q1 2026 at 773 shares worth $548K. The position accounts for 0.07% of the portfolio, ranked #97.

Vision Capital Management first reported a position in CAT in Q2 2013 and has held it in 9 quarters since. The position peaked at $18.3M in Q3 2013. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

Vision Capital Management held 773 shares of Caterpillar worth $548K as of Q1 2026.
Vision Capital Management left its Caterpillar share count unchanged in Q1 2026.
Caterpillar made up 0.07% of Vision Capital Management's portfolio in Q1 2026, its #97 holding.
Vision Capital Management first reported a position in Caterpillar in Q2 2013 and has held it in 9 quarters since.
Vision Capital Management's Caterpillar position peaked at $18.3M in Q3 2013.
3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Vision Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.