Vision Financial Markets’s Caterpillar CAT Stock Holding History

Vision Financial Markets’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	$20.2K	Hold	21	–	–	0.02%	193
2026 Q1	$14.4K	Hold	21	–	–	0.01%	206
2025 Q4	$11.6K	Hold	21	–	–	0.01%	213
2025 Q3	$9.65K	Hold	21	–	–	0.01%	249
2025 Q2	$7.83K	Buy	21 +1	+5%	+$333	0.01%	245
2025 Q1	$6.62K	Buy	+20	New	+$7.12K	0.01%	234

Other funds holding CAT

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Vision Financial Markets's CAT Position: Q2 2026 in Review

Vision Financial Markets held its Caterpillar (CAT) position steady in Q2 2026 at 21 shares worth $20.2K. The position accounts for 0.02% of the portfolio, ranked #193.

Vision Financial Markets first reported a position in CAT in Q1 2025 and has held it in 6 quarters since. 1,762 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Vision Financial Markets held 21 shares of Caterpillar worth $20.2K as of Q2 2026.
Vision Financial Markets left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.02% of Vision Financial Markets's portfolio in Q2 2026, its #193 holding.
Vision Financial Markets first reported a position in Caterpillar in Q1 2025 and has held it in 6 quarters since.
1,762 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.