VF
CAT icon

Vista Finance’s Caterpillar CAT Stock Holding History

Vista Finance’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 		$264K Buy
+248
New +$218K 0.15% 50
2022
Q1 		– Sell
-1,086
Closed -$224K – 58
2021
Q4 		$224K Buy
+1,086
New +$219K 0.23% 82

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Vista Finance's CAT Position: Q2 2026 in Review

Vista Finance opened a new position in Caterpillar (CAT) in Q2 2026: 248 shares worth $264K. The stake represents 0.15% of the portfolio and ranks #50 among its holdings. This is a return to the name: Vista Finance previously reported a position in CAT as recently as Q4 2021.

Vista Finance first reported a position in CAT in Q4 2021 and has held it in 2 quarters since. 1,873 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Vista Finance held 248 shares of Caterpillar worth $264K as of Q2 2026.
  • Caterpillar was a new Vista Finance position in Q2 2026.
  • Caterpillar made up 0.15% of Vista Finance's portfolio in Q2 2026, its #50 holding.
  • Vista Finance first reported a position in Caterpillar in Q4 2021 and has held it in 2 quarters since.
  • 1,873 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Vista Finance's 13F filing for Q2 2026, filed 16 Jul 2026.