Vista Investment Partners’s Caterpillar CAT Stock Holding History

Vista Investment Partners’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	$1.32M	Sell	1,237 -13	-1%	-$11.4K	0.33%	75
2026 Q1	$885K	Buy	1,250 +1	+0.1%	+$693	0.23%	88
2025 Q4	$715K	Sell	1,249 -7	-0.6%	-$3.89K	0.19%	101
2025 Q3	$600K	Buy	1,256 +18	+1%	+$7.68K	0.17%	103
2025 Q2	$481K	Sell	1,238 -10,833	-90%	-$3.61M	0.14%	107
2025 Q1	$3.98M	Sell	12,071 -135	-1%	-$48.1K	1.21%	30
2024 Q4	$4.43M	Sell	12,206 -159	-1%	-$61.7K	1.38%	22
2024 Q3	$4.84M	Buy	12,365 +42	+0.3%	+$14.5K	1.55%	18
2024 Q2	$4.1M	Buy	12,323 +76	+0.6%	+$26.4K	1.37%	24
2024 Q1	$4.49M	Buy	12,247 +125	+1%	+$40K	1.53%	20
2023 Q4	$3.58M	Buy	+12,122	New	+$3.14M	1.31%	28

Other funds holding CAT

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

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 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

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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

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

Vista Investment Partners reduced its Caterpillar (CAT) stake by 1% in Q2 2026, selling an estimated $11.4K and leaving 1,237 shares worth $1.32M. The position accounts for 0.33% of the portfolio, ranked #75.

Vista Investment Partners first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.84M in Q3 2024. 1,225 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

Vista Investment Partners held 1,237 shares of Caterpillar worth $1.32M as of Q2 2026.
Vista Investment Partners sold 13 Caterpillar shares in Q2 2026, an estimated $11.4K.
Caterpillar made up 0.33% of Vista Investment Partners's portfolio in Q2 2026, its #75 holding.
Vista Investment Partners first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
Vista Investment Partners's Caterpillar position peaked at $4.84M in Q3 2024.
1,225 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Vista Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.