AIM
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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
Q2 		$2.63M Buy
2,467
+195
+9% +$171K 0.19% 119
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

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Advyzon Investment Management's CAT Position: Q2 2026 in Review

Advyzon Investment Management increased its Caterpillar (CAT) stake by 8.6% in Q2 2026, buying an estimated $171K and bringing the position to 2,467 shares worth $2.63M. The position accounts for 0.19% of the portfolio, ranked #119.

Advyzon Investment Management first reported a position in CAT in Q3 2025 and has held it in 4 quarters since. 4,068 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Advyzon Investment Management held 2,467 shares of Caterpillar worth $2.63M as of Q2 2026.
  • Advyzon Investment Management bought 195 Caterpillar shares in Q2 2026, an estimated $171K.
  • Caterpillar made up 0.19% of Advyzon Investment Management's portfolio in Q2 2026, its #119 holding.
  • Advyzon Investment Management first reported a position in Caterpillar in Q3 2025 and has held it in 4 quarters since.
  • 4,068 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.