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Vision Retirement’s Caterpillar CAT Stock Holding History

Vision Retirement’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 		$5.06M Buy
4,753
+247
+5% +$217K 1.22% 22
2026
Q1 		$3.19M Buy
4,506
+103
+2% +$71.3K 0.91% 24
2025
Q4 		$2.52M Buy
+4,403
New +$2.45M 0.68% 29

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vision Retirement's CAT Position: Q2 2026 in Review

Vision Retirement increased its Caterpillar (CAT) stake by 5.5% in Q2 2026, buying an estimated $217K and bringing the position to 4,753 shares worth $5.06M. The position accounts for 1.22% of the portfolio, ranked #22.

Vision Retirement first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 3,898 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Vision Retirement held 4,753 shares of Caterpillar worth $5.06M as of Q2 2026.
  • Vision Retirement bought 247 Caterpillar shares in Q2 2026, an estimated $217K.
  • Caterpillar made up 1.22% of Vision Retirement's portfolio in Q2 2026, its #22 holding.
  • Vision Retirement first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 3,898 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.