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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
2024
Q2 		– Sell
-2,200
Closed -$806K – 158
2024
Q1 		$806K Buy
+2,200
New +$703K 0.27% 90

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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

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. 1,996 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.
  • 1,996 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.