AIM
CAT icon

Advyzon Investment Management’s Caterpillar CAT Stock Holding History

Advyzon Investment 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
Q1 		$1.61M Buy
2,272
+246
+12% +$170K 0.14% 148
2025
Q4 		$1.16M Buy
2,026
+1,573
+347% +$874K 0.13% 163
2025
Q3 		$216K Buy
+453
New +$193K 0.04% 427

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VCM
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State Farm Mutual Automobile Insurance
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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advyzon Investment Management's CAT Position: Q1 2026 in Review

Advyzon Investment Management increased its Caterpillar (CAT) stake by 12% in Q1 2026, buying an estimated $170K and bringing the position to 2,272 shares worth $1.61M. The position accounts for 0.14% of the portfolio, ranked #148.

Advyzon Investment Management first reported a position in CAT in Q3 2025 and has held it in 3 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Advyzon Investment Management held 2,272 shares of Caterpillar worth $1.61M as of Q1 2026.
  • Advyzon Investment Management bought 246 Caterpillar shares in Q1 2026, an estimated $170K.
  • Caterpillar made up 0.14% of Advyzon Investment Management's portfolio in Q1 2026, its #148 holding.
  • Advyzon Investment Management first reported a position in Caterpillar in Q3 2025 and has held it in 3 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.