Aire Advisors
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Aire Advisors’s Caterpillar CAT Stock Holding History

Aire Advisors’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
Q3 		$2.34M Buy
2,884
+11
+0.4% +$9.33K 0.38% 55
2026
Q2 		$3.06M Sell
2,873
-5
-0.2% -$4.39K 0.5% 48
2026
Q1 		$2.04M Buy
2,878
+10
+0.3% +$6.93K 0.37% 54
2025
Q4 		$1.64M Buy
2,868
+4
+0.1% +$2.22K 0.3% 60
2025
Q3 		$1.37M Sell
2,864
-6,178
-68% -$2.64M 0.25% 65
2025
Q2 		$3.51M Buy
9,042
+25
+0.3% +$8.33K 0.68% 38
2025
Q1 		$2.97M Sell
9,017
-200
-2% -$71.2K 0.63% 37
2024
Q4 		$3.34M Buy
9,217
+105
+1% +$40.7K 0.69% 35
2024
Q3 		$3.56M Buy
9,112
+1
+0% +$345 0.79% 31
2024
Q2 		$3.03M Sell
9,111
-230
-2% -$79.8K 0.69% 33
2024
Q1 		$3.42M Buy
9,341
+1
+0% +$320 0.77% 31
2023
Q4 		$2.76M Sell
9,340
-349
-4% -$90.5K 0.68% 33
2023
Q3 		$2.64M Sell
9,689
-397
-4% -$108K 0.71% 33
2023
Q2 		$2.48M Sell
10,086
-45
-0.4% -$10K 0.65% 37
2023
Q1 		$2.31M Sell
10,131
-254
-2% -$61.4K 0.64% 39
2022
Q4 		$2.49M Buy
10,385
+6,698
+182% +$1.46M 0.76% 29
2022
Q3 		$605K Sell
3,687
-93
-2% -$17K 0.21% 71
2022
Q2 		$679K Buy
3,780
+2,833
+299% +$597K 0.24% 64
2022
Q1 		$211K Buy
+947
New +$199K 0.08% 135

Other funds holding CAT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Aire Advisors's CAT Position: Q3 2026 in Review

Aire Advisors increased its Caterpillar (CAT) stake by 0.38% in Q3 2026, buying an estimated $9.33K and bringing the position to 2,884 shares worth $2.34M. The position accounts for 0.38% of the portfolio, ranked #55.

Aire Advisors first reported a position in CAT in Q1 2022 and has held it in 19 quarters since. The position peaked at $3.56M in Q3 2024. 2,734 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Aire Advisors held 2,884 shares of Caterpillar worth $2.34M as of Q3 2026.
  • Aire Advisors bought 11 Caterpillar shares in Q3 2026, an estimated $9.33K.
  • Caterpillar made up 0.38% of Aire Advisors's portfolio in Q3 2026, its #55 holding.
  • Aire Advisors first reported a position in Caterpillar in Q1 2022 and has held it in 19 quarters since.
  • Aire Advisors's Caterpillar position peaked at $3.56M in Q3 2024.
  • 2,734 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Aire Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.