SEC 13F Intelligence

Vantage Point Financial LLC / CAT

Vantage Point Financial LLC’s Caterpillar Inc Position

Does Vantage Point Financial LLC own Caterpillar Inc (CAT)? Yes — 6.2K shares worth $4M (+1.54% of its 13F portfolio) as of Q1 2026, up from 6.2K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
6.2K
% of Portfolio
+1.54%
Quarters Held
6
currently held

Position History CAT

Reported value by quarter
Q4 ’24: $2MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $3MQ3 ’25Q4 ’25: $4MQ4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20266.2K$4M+1.54%
Q4 20256.2K$4M+1.27%
Q3 20256.1K$3M+1.14%
Q2 20256.1K$2M+1.04%
Q1 20256.2K$2M+1.02%
Q4 20246.1K$2M+1.19%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Vantage Point Financial LLC’s full portfolio or all institutional holders of CAT.