AWM
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Arista Wealth Management’s Caterpillar CAT Stock Holding History

Arista Wealth 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 		$612K Sell
575
-130
-18% -$114K 0.07% 151
2026
Q1 		$499K Sell
705
-578
-45% -$400K 0.06% 162
2025
Q4 		$735K Buy
1,283
+472
+58% +$262K 0.09% 114
2025
Q3 		$387K Sell
811
-40
-5% -$17.1K 0.05% 173
2025
Q2 		$330K Buy
+851
New +$284K 0.05% 183

Other funds holding CAT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

Arista Wealth Management's CAT Position: Q2 2026 in Review

Arista Wealth Management reduced its Caterpillar (CAT) stake by 18% in Q2 2026, selling an estimated $114K and leaving 575 shares worth $612K. The position accounts for 0.07% of the portfolio, ranked #151.

Arista Wealth Management first reported a position in CAT in Q2 2025 and has held it in 5 quarters since. The position peaked at $735K in Q4 2025. 1,968 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Arista Wealth Management held 575 shares of Caterpillar worth $612K as of Q2 2026.
  • Arista Wealth Management sold 130 Caterpillar shares in Q2 2026, an estimated $114K.
  • Caterpillar made up 0.07% of Arista Wealth Management's portfolio in Q2 2026, its #151 holding.
  • Arista Wealth Management first reported a position in Caterpillar in Q2 2025 and has held it in 5 quarters since.
  • Arista Wealth Management's Caterpillar position peaked at $735K in Q4 2025.
  • 1,968 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.