Vision Capital Management’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.04M Buy
973
+200
+26% +$176K 0.12% 84
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

Vision Capital Management's CAT Position: Q2 2026 in Review

Vision Capital Management increased its Caterpillar (CAT) stake by 26% in Q2 2026, buying an estimated $176K and bringing the position to 973 shares worth $1.04M. The position accounts for 0.12% of the portfolio, ranked #84.

Vision Capital Management first reported a position in CAT in Q2 2013 and has held it in 10 quarters since. The position peaked at $18.3M in Q3 2013. 4,061 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Vision Capital Management held 973 shares of Caterpillar worth $1.04M as of Q2 2026.
  • Vision Capital Management bought 200 Caterpillar shares in Q2 2026, an estimated $176K.
  • Caterpillar made up 0.12% of Vision Capital Management's portfolio in Q2 2026, its #84 holding.
  • Vision Capital Management first reported a position in Caterpillar in Q2 2013 and has held it in 10 quarters since.
  • Vision Capital Management's Caterpillar position peaked at $18.3M in Q3 2013.
  • 4,061 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Vision Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.