VWA
CAT icon

VSM Wealth Advisory’s Caterpillar CAT Stock Holding History

VSM Wealth Advisory’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 		$398K Hold
373
– – 0.11% 78
2026
Q1 		$264K Hold
373
– – 0.08% 94
2025
Q4 		$213K Sell
373
-30
-7% -$16.7K 0.06% 101
2025
Q3 		$192K Sell
403
-699
-63% -$298K 0.06% 90
2025
Q2 		$428K Sell
1,102
-300
-21% -$100K 0.14% 62
2025
Q1 		$462K Buy
1,402
+1
+0.1% +$356 0.17% 54
2024
Q4 		$508K Buy
+1,401
New +$543K 0.18% 49

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

VSM Wealth Advisory's CAT Position: Q2 2026 in Review

VSM Wealth Advisory held its Caterpillar (CAT) position steady in Q2 2026 at 373 shares worth $398K. The position accounts for 0.11% of the portfolio, ranked #78.

VSM Wealth Advisory first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. The position peaked at $508K in Q4 2024. 1,785 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • VSM Wealth Advisory held 373 shares of Caterpillar worth $398K as of Q2 2026.
  • VSM Wealth Advisory left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.11% of VSM Wealth Advisory's portfolio in Q2 2026, its #78 holding.
  • VSM Wealth Advisory first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • VSM Wealth Advisory's Caterpillar position peaked at $508K in Q4 2024.
  • 1,785 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.