Vest Financial, LLC’s Caterpillar Inc Position
Does Vest Financial, LLC own Caterpillar Inc (CAT)? Yes — 95.4K shares worth $68M (+0.81% of its 13F portfolio) as of Q1 2026, down from 109.8K shares the prior filed quarter.
Position Value
$68M
Q1 2026
Shares
95.4K
% of Portfolio
+0.81%
Quarters Held
22
currently held
Position History CAT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 95.4K | $68M | +0.81% |
| Q4 2025 | 109.8K | $63M | +0.80% |
| Q3 2025 | 140.3K | $67M | +0.87% |
| Q2 2025 | 190.8K | $74M | +1.05% |
| Q1 2025 | 141.8K | $47M | +0.73% |
| Q4 2024 | 150.8K | $55M | +0.97% |
| Q3 2024 | 149.2K | $58M | +1.12% |
| Q2 2024 | 120.2K | $40M | +0.96% |
| Q1 2024 | 127.7K | $47M | +1.24% |
| Q4 2023 | 108.4K | $32M | +1.19% |
| Q3 2023 | 87.0K | $24M | +1.30% |
| Q2 2023 | 54.7K | $13M | +1.24% |
| Q1 2023 | 39.3K | $9M | +1.22% |
| Q4 2022 | 47.8K | $11M | +1.79% |
| Q3 2022 | 50.8K | $8M | +1.58% |
| Q2 2022 | 43.6K | $8M | +1.42% |
| Q1 2022 | 39.1K | $9M | +1.58% |
| Q4 2021 | 33.9K | $7M | +1.52% |
| Q3 2021 | 25.1K | $5M | +1.47% |
| Q2 2021 | 17.4K | $4M | +1.44% |
| Q1 2021 | 13.0K | $3M | +1.73% |
| Q4 2020 | 12.8K | $2M | +1.56% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Vest Financial, LLC’s full portfolio or all institutional holders of CAT.