VIM
CAT icon

Vista Investment Management’s Caterpillar CAT Stock Holding History

Vista Investment Management’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 		$334K Sell
314
-21
-6% -$18.4K 0.1% 150
2026
Q1 		$237K Sell
335
-22
-6% -$15.2K 0.08% 163
2025
Q4 		$205K Buy
+357
New +$198K 0.07% 172

Other funds holding CAT

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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

Vista Investment Management's CAT Position: Q2 2026 in Review

Vista Investment Management reduced its Caterpillar (CAT) stake by 6.3% in Q2 2026, selling an estimated $18.4K and leaving 314 shares worth $334K. The position accounts for 0.1% of the portfolio, ranked #150.

Vista Investment Management first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Vista Investment Management held 314 shares of Caterpillar worth $334K as of Q2 2026.
  • Vista Investment Management sold 21 Caterpillar shares in Q2 2026, an estimated $18.4K.
  • Caterpillar made up 0.1% of Vista Investment Management's portfolio in Q2 2026, its #150 holding.
  • Vista Investment Management first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Vista Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.