VAG
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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

VisionPoint Advisory Group's CAT Position: Q2 2026 in Review

VisionPoint Advisory Group increased its Caterpillar (CAT) stake by 3.4% in Q2 2026, buying an estimated $50.1K and bringing the position to 1,733 shares worth $1.85M. The position accounts for 0.3% of the portfolio, ranked #76.

VisionPoint Advisory Group first reported a position in CAT in Q2 2023 and has held it in 13 quarters since. 736 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • VisionPoint Advisory Group held 1,733 shares of Caterpillar worth $1.85M as of Q2 2026.
  • VisionPoint Advisory Group bought 57 Caterpillar shares in Q2 2026, an estimated $50.1K.
  • Caterpillar made up 0.3% of VisionPoint Advisory Group's portfolio in Q2 2026, its #76 holding.
  • VisionPoint Advisory Group first reported a position in Caterpillar in Q2 2023 and has held it in 13 quarters since.
  • 736 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.