VisionPoint Advisory Group
CAT icon

VisionPoint Advisory Group’s Caterpillar CAT Stock Holding History

VisionPoint Advisory Group’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 		$1.36M Sell
1,675
-58
-3% -$49.2K 0.21% 108
2026
Q2 		$1.85M Buy
1,733
+57
+3% +$50.1K 0.3% 76
2026
Q1 		$1.19M Buy
1,676
+21
+1% +$14.5K 0.22% 105
2025
Q4 		$948K Buy
1,655
+33
+2% +$18.3K 0.18% 121
2025
Q3 		$774K Buy
1,622
+46
+3% +$19.6K 0.15% 152
2025
Q2 		$612K Buy
1,576
+225
+17% +$75K 0.13% 170
2025
Q1 		$446K Sell
1,351
-20
-1% -$7.12K 0.15% 120
2024
Q4 		$493K Sell
1,371
-20
-1% -$7.76K 0.17% 113
2024
Q3 		$544K Sell
1,391
-50
-3% -$17.3K 0.18% 107
2024
Q2 		$480K Sell
1,441
-43
-3% -$14.9K 0.17% 110
2024
Q1 		$544K Sell
1,484
-58
-4% -$18.5K 0.2% 111
2023
Q4 		$456K Sell
1,542
-492
-24% -$128K 0.17% 100
2023
Q3 		$555K Buy
2,034
+244
+14% +$66.2K 0.24% 88
2023
Q2 		$440K Buy
+1,790
New +$399K 0.18% 94

Other funds holding CAT

Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

VisionPoint Advisory Group's CAT Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Caterpillar (CAT) stake by 3.3% in Q3 2026, selling an estimated $49.2K and leaving 1,675 shares worth $1.36M. The position accounts for 0.21% of the portfolio, ranked #108.

VisionPoint Advisory Group first reported a position in CAT in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.85M in Q2 2026. 963 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • VisionPoint Advisory Group held 1,675 shares of Caterpillar worth $1.36M as of Q3 2026.
  • VisionPoint Advisory Group sold 58 Caterpillar shares in Q3 2026, an estimated $49.2K.
  • Caterpillar made up 0.21% of VisionPoint Advisory Group's portfolio in Q3 2026, its #108 holding.
  • VisionPoint Advisory Group first reported a position in Caterpillar in Q2 2023 and has held it in 14 quarters since.
  • VisionPoint Advisory Group's Caterpillar position peaked at $1.85M in Q2 2026.
  • 963 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.