Question 1

How many shares of CAT does Vanguard Personalized Indexing Management, LLC own?

Accepted Answer

As of 2026-Q2, Vanguard Personalized Indexing Management, LLC holds 84,762 shares of CAT (CATERPILLAR INC).

Question 2

What is Vanguard Personalized Indexing Management, LLC's CAT position worth?

Accepted Answer

As of 2026-Q2, Vanguard Personalized Indexing Management, LLC's CAT position is worth $90.3M.

Question 3

Is Vanguard Personalized Indexing Management, LLC buying or selling CAT?

Accepted Answer

In 2026-Q2, Vanguard Personalized Indexing Management, LLC increased their CAT position (+4.5% change in shares).

Question 4

When did Vanguard Personalized Indexing Management, LLC first buy CAT?

Accepted Answer

Based on available 13F filings, Vanguard Personalized Indexing Management, LLC first reported a position in CAT in 2020-Q1. They have held the position across 26 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	84,762	+4.5%	$90.3M	0.7%	$1,062.93	44
2026-Q1	Increased	81,130	+5.5%	$57.5M	0.6%	$705.80	44
2025-Q4	Increased	76,875	+4.8%	$44M	0.4%	$569.39	37
2025-Q3	Increased	73,363	+3.6%	$35M	0.4%	$472.89	36
2025-Q2	Increased	70,798	+15.6%	$27.5M	0.3%	$383.34	40
2025-Q1	Increased	61,257	+5.7%	$20.2M	0.3%	$324.10	36
2024-Q4	Increased	57,929	+8.6%	$21M	0.3%	$355.19	37
2024-Q3	Increased	53,332	+8.8%	$20.9M	0.3%	$381.59	37
2024-Q2	Increased	49,012	+9.7%	$16.1M	0.3%	$323.67	37
2024-Q1	Increased	44,664	+10.2%	$16.4M	0.4%	$354.76	37
2023-Q4	Increased	40,515	+1.3%	$12M	0.3%	$284.93	34
2023-Q3	Increased	39,996	+10.8%	$10.9M	0.3%	$261.73	37
2023-Q2	Increased	36,091	+7.8%	$8.9M	0.3%	$234.73	36
2023-Q1	Increased	33,464	+9.4%	$7.7M	0.3%	$217.14	36
2022-Q4	Increased	30,578	+36.1%	$7.3M	0.3%	$226.23	43
2022-Q3	Increased	22,472	+7.9%	$3.7M	0.2%	$153.92	34
2022-Q2	Decreased	20,821	-5.5%	$3.7M	0.2%	$166.53	0
2022-Q1	Increased	22,034	+8.4%	$4.9M	0.2%	$206.59	35
2021-Q4	Increased	20,326	+133.3%	$4.2M	0.2%	$190.75	52
2021-Q3	Increased	8,711	+10.6%	$1.7M	0.2%	$176.15	34
2021-Q2	Increased	7,877	+4.4%	$1.7M	0.2%	$198.63	32
2021-Q1	Increased	7,547	+37.4%	$1.8M	0.3%	$210.68	40
2020-Q4	Increased	5,494	+16.0%	$1M	0.2%	$164.51	35
2020-Q3	Increased	4,736	+20.1%	$706,000	0.2%	$133.98	35
2020-Q2	Increased	3,944	+33.6%	$499,000	0.2%	$112.79	37
2020-Q1	New	2,953	-	$343,000	0.2%	$102.52	39

CAT26 quarters

CAT
26 quarters