American Institute for Advanced Investment Management’s Caterpillar CAT Stock Holding History

American Institute for Advanced 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	$925K	Hold	869	–	–	0.53%	58
2026 Q1	$616K	Sell	869 -80	-8%	-$55.4K	0.4%	76
2025 Q4	$545K	Buy	949 +19	+2%	+$10.6K	0.35%	76
2025 Q3	$444K	Hold	930	–	–	0.29%	88
2025 Q2	$361K	Sell	930 -75	-7%	-$25K	0.26%	98
2025 Q1	$331K	Hold	1,005	–	–	0.25%	98
2024 Q4	$365K	Hold	1,005	–	–	0.27%	90
2024 Q3	$393K	Hold	1,005	–	–	0.28%	90
2024 Q2	$335K	Buy	1,005 +70	+7%	+$24.3K	0.26%	99
2024 Q1	$343K	Buy	935 +65	+7%	+$20.8K	0.27%	94
2023 Q4	$257K	Hold	870	–	–	0.23%	100
2023 Q3	$238K	Hold	870	–	–	0.22%	103
2023 Q2	$214K	Sell	870 -89	-9%	-$19.8K	0.19%	112
2023 Q1	$219K	Sell	959 -46	-5%	-$11.1K	0.23%	93
2022 Q4	$241K	Buy	+1,005	New	+$219K	0.22%	98
2022 Q2	–	Sell	-1,005	Closed	-$224K	–	115
2022 Q1	$224K	Hold	1,005	–	–	0.16%	105
2021 Q4	$208K	Buy	+1,005	New	+$202K	0.14%	118

Other funds holding CAT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

American Institute for Advanced Investment Management's CAT Position: Q2 2026 in Review

American Institute for Advanced Investment Management held its Caterpillar (CAT) position steady in Q2 2026 at 869 shares worth $925K. The position accounts for 0.53% of the portfolio, ranked #58.

American Institute for Advanced Investment Management first reported a position in CAT in Q4 2021 and has held it in 17 quarters since. 2,716 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

American Institute for Advanced Investment Management held 869 shares of Caterpillar worth $925K as of Q2 2026.
American Institute for Advanced Investment Management left its Caterpillar share count unchanged in Q2 2026.
Caterpillar made up 0.53% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #58 holding.
American Institute for Advanced Investment Management first reported a position in Caterpillar in Q4 2021 and has held it in 17 quarters since.
2,716 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.