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 Q3	$609K	Sell	751 -222	-23%	-$188K	0.07%	99
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Vision Capital Management's CAT Position: Q3 2026 in Review

Vision Capital Management reduced its Caterpillar (CAT) stake by 23% in Q3 2026, selling an estimated $188K and leaving 751 shares worth $609K. The position accounts for 0.07% of the portfolio, ranked #99.

Vision Capital Management first reported a position in CAT in Q2 2013 and has held it in 11 quarters since. The position peaked at $18.3M in Q3 2013. 2,402 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

Vision Capital Management held 751 shares of Caterpillar worth $609K as of Q3 2026.
Vision Capital Management sold 222 Caterpillar shares in Q3 2026, an estimated $188K.
Caterpillar made up 0.07% of Vision Capital Management's portfolio in Q3 2026, its #99 holding.
Vision Capital Management first reported a position in Caterpillar in Q2 2013 and has held it in 11 quarters since.
Vision Capital Management's Caterpillar position peaked at $18.3M in Q3 2013.
2,402 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Vision Capital Management's 13F filing for Q3 2026, filed 20 Oct 2026.