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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
Q3 		$1.4M Buy
1,729
+492
+40% +$417K 0.37% 70
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

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
OMC
Overbrook Management Corp New York $643M AUM 29.06% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Vista Investment Partners's CAT Position: Q3 2026 in Review

Vista Investment Partners increased its Caterpillar (CAT) stake by 40% in Q3 2026, buying an estimated $417K and bringing the position to 1,729 shares worth $1.4M. The position accounts for 0.37% of the portfolio, ranked #70.

Vista Investment Partners first reported a position in CAT in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.84M in Q3 2024. 214 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Vista Investment Partners held 1,729 shares of Caterpillar worth $1.4M as of Q3 2026.
  • Vista Investment Partners bought 492 Caterpillar shares in Q3 2026, an estimated $417K.
  • Caterpillar made up 0.37% of Vista Investment Partners's portfolio in Q3 2026, its #70 holding.
  • Vista Investment Partners first reported a position in Caterpillar in Q4 2023 and has held it in 12 quarters since.
  • Vista Investment Partners's Caterpillar position peaked at $4.84M in Q3 2024.
  • 214 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Vista Investment Partners's 13F filing for Q3 2026, filed 8 Oct 2026.