VWA
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Visionary Wealth Advisors’s Caterpillar CAT Stock Holding History

Visionary Wealth Advisors’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 		$2.24M Sell
3,166
-19
-0.6% -$13.2K 0.1% 187
2025
Q4 		$1.82M Sell
3,185
-2
-0.1% -$1.11K 0.08% 207
2025
Q3 		$1.52M Buy
3,187
+355
+13% +$152K 0.07% 229
2025
Q2 		$1.1M Buy
2,832
+280
+11% +$93.3K 0.06% 260
2025
Q1 		$842K Sell
2,552
-60
-2% -$21.4K 0.05% 279
2024
Q4 		$948K Sell
2,612
-82
-3% -$31.8K 0.06% 263
2024
Q3 		$1.05M Sell
2,694
-296
-10% -$102K 0.06% 243
2024
Q2 		$996K Sell
2,990
-89
-3% -$30.9K 0.07% 242
2024
Q1 		$1.13M Sell
3,079
-216
-7% -$69K 0.08% 224
2023
Q4 		$974K Buy
3,295
+101
+3% +$26.2K 0.07% 232
2023
Q3 		$872K Sell
3,194
-68
-2% -$18.4K 0.07% 226
2023
Q2 		$803K Sell
3,262
-529
-14% -$118K 0.06% 236
2023
Q1 		$868K Sell
3,791
-117
-3% -$28.3K 0.07% 208
2022
Q4 		$936K Buy
3,908
+857
+28% +$187K 0.09% 185
2022
Q3 		$501K Sell
3,051
-224
-7% -$40.9K 0.05% 225
2022
Q2 		$585K Sell
3,275
-787
-19% -$166K 0.05% 221
2022
Q1 		$905K Buy
4,062
+221
+6% +$46.3K 0.07% 184
2021
Q4 		$794K Buy
3,841
+27
+0.7% +$5.44K 0.07% 183
2021
Q3 		$732K Buy
3,814
+351
+10% +$73.1K 0.08% 158
2021
Q2 		$754K Sell
3,463
-602
-15% -$139K 0.08% 159
2021
Q1 		$942K Sell
4,065
-77
-2% -$15.9K 0.1% 148
2020
Q4 		$754K Sell
4,142
-1,014
-20% -$172K 0.08% 158
2020
Q3 		$769K Buy
5,156
+613
+13% +$86.1K 0.11% 134
2020
Q2 		$575K Buy
4,543
+4
+0.1% +$474 0.09% 143
2020
Q1 		$527K Sell
4,539
-71
-2% -$9.07K 0.1% 126
2019
Q4 		$681K Buy
+4,610
New +$643K 0.12% 116

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Visionary Wealth Advisors's CAT Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its Caterpillar (CAT) stake by 0.6% in Q1 2026, selling an estimated $13.2K and leaving 3,166 shares worth $2.24M. The position accounts for 0.1% of the portfolio, ranked #187.

Visionary Wealth Advisors first reported a position in CAT in Q4 2019 and has held it in 26 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Visionary Wealth Advisors held 3,166 shares of Caterpillar worth $2.24M as of Q1 2026.
  • Visionary Wealth Advisors sold 19 Caterpillar shares in Q1 2026, an estimated $13.2K.
  • Caterpillar made up 0.1% of Visionary Wealth Advisors's portfolio in Q1 2026, its #187 holding.
  • Visionary Wealth Advisors first reported a position in Caterpillar in Q4 2019 and has held it in 26 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.