VWM
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Vivid Wealth Management’s Caterpillar CAT Stock Holding History

Vivid Wealth 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 		$3.27M Sell
3,067
-860
-22% -$755K 1.15% 19
2026
Q1 		$2.78M Sell
3,927
-738
-16% -$511K 1.13% 25
2025
Q4 		$2.67M Sell
4,665
-1,257
-21% -$699K 1.04% 42
2025
Q3 		$2.83M Sell
5,922
-1,233
-17% -$526K 1.12% 28
2025
Q2 		$2.78M Buy
7,155
+128
+2% +$42.7K 1.22% 32
2025
Q1 		$2.32M Buy
7,027
+419
+6% +$149K 1.16% 33
2024
Q4 		$2.4M Buy
6,608
+90
+1% +$34.9K 1.21% 29
2024
Q3 		$2.55M Buy
6,518
+86
+1% +$29.7K 1.33% 25
2024
Q2 		$2.14M Buy
6,432
+2,062
+47% +$715K 1.2% 26
2024
Q1 		$1.6M Sell
4,370
-139
-3% -$44.4K 1% 23
2023
Q4 		$1.33M Buy
+4,509
New +$1.17M 0.91% 23

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Vivid Wealth Management's CAT Position: Q2 2026 in Review

Vivid Wealth Management reduced its Caterpillar (CAT) stake by 22% in Q2 2026, selling an estimated $755K and leaving 3,067 shares worth $3.27M. The position accounts for 1.15% of the portfolio, ranked #19.

Vivid Wealth Management first reported a position in CAT in Q4 2023 and has held it in 11 quarters since. 4,028 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Vivid Wealth Management held 3,067 shares of Caterpillar worth $3.27M as of Q2 2026.
  • Vivid Wealth Management sold 860 Caterpillar shares in Q2 2026, an estimated $755K.
  • Caterpillar made up 1.15% of Vivid Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Vivid Wealth Management first reported a position in Caterpillar in Q4 2023 and has held it in 11 quarters since.
  • 4,028 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Vivid Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.