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
Q2 		$3.34M Sell
3,139
-27
-0.9% -$23.7K 0.13% 157
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Visionary Wealth Advisors's CAT Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its Caterpillar (CAT) stake by 0.85% in Q2 2026, selling an estimated $23.7K and leaving 3,139 shares worth $3.34M. The position accounts for 0.13% of the portfolio, ranked #157.

Visionary Wealth Advisors first reported a position in CAT in Q4 2019 and has held it in 27 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Visionary Wealth Advisors held 3,139 shares of Caterpillar worth $3.34M as of Q2 2026.
  • Visionary Wealth Advisors sold 27 Caterpillar shares in Q2 2026, an estimated $23.7K.
  • Caterpillar made up 0.13% of Visionary Wealth Advisors's portfolio in Q2 2026, its #157 holding.
  • Visionary Wealth Advisors first reported a position in Caterpillar in Q4 2019 and has held it in 27 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.