Vista Investment Partners II’s Caterpillar CAT Stock Holding History

Vista Investment Partners II’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	$1.1M	Sell	1,032 -1	-0.1%	-$878	0.43%	66
2026 Q1	$732K	Sell	1,033 -73	-7%	-$50.6K	0.33%	74
2025 Q4	$634K	Sell	1,106 -33	-3%	-$18.3K	0.27%	82
2025 Q3	$543K	Sell	1,139 -30	-3%	-$12.8K	0.25%	82
2025 Q2	$454K	Sell	1,169 -6,453	-85%	-$2.15M	0.22%	87
2025 Q1	$2.51M	Buy	7,622 +187	+3%	+$66.6K	1.39%	29
2024 Q4	$2.7M	Buy	+7,435	New	+$2.88M	1.59%	23

Other funds holding CAT

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Vista Investment Partners II's CAT Position: Q2 2026 in Review

Vista Investment Partners II reduced its Caterpillar (CAT) stake by 0.1% in Q2 2026, selling an estimated $878 and leaving 1,032 shares worth $1.1M. The position accounts for 0.43% of the portfolio, ranked #66.

Vista Investment Partners II first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.7M in Q4 2024. 1,605 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Vista Investment Partners II held 1,032 shares of Caterpillar worth $1.1M as of Q2 2026.
Vista Investment Partners II sold 1 Caterpillar share in Q2 2026, an estimated $878.
Caterpillar made up 0.43% of Vista Investment Partners II's portfolio in Q2 2026, its #66 holding.
Vista Investment Partners II first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
Vista Investment Partners II's Caterpillar position peaked at $2.7M in Q4 2024.
1,605 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.