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Avantax Advisory Services’s Caterpillar CAT Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$19.5M Buy
50,185
+1,094
+2% +$365K 0.11% 148
2025
Q1 		$16.2M Buy
49,091
+1,666
+4% +$593K 0.1% 156
2024
Q4 		$17.2M Buy
47,425
+1,659
+4% +$643K 0.11% 148
2024
Q3 		$17.9M Buy
45,766
+2,415
+6% +$834K 0.12% 135
2024
Q2 		$14.4M Buy
43,351
+8,172
+23% +$2.83M 0.1% 154
2024
Q1 		$12.9M Buy
35,179
+3,958
+13% +$1.27M 0.11% 137
2023
Q4 		$9.23M Buy
31,221
+3,474
+13% +$901K 0.09% 176
2023
Q3 		$7.57M Sell
27,747
-1,286
-4% -$349K 0.08% 184
2023
Q2 		$7.14M Buy
29,033
+396
+1% +$88.3K 0.08% 184
2023
Q1 		$6.55M Buy
28,637
+264
+0.9% +$63.8K 0.08% 189
2022
Q4 		$6.8M Buy
28,373
+1,901
+7% +$414K 0.09% 177
2022
Q3 		$4.34M Sell
26,472
-220
-0.8% -$40.2K 0.07% 226
2022
Q2 		$4.77M Sell
26,692
-351
-1% -$74K 0.07% 206
2022
Q1 		$6.02M Buy
27,043
+4,593
+20% +$963K 0.08% 172
2021
Q4 		$4.64M Buy
22,450
+1,573
+8% +$317K 0.07% 212
2021
Q3 		$4M Buy
20,877
+3,813
+22% +$794K 0.07% 213
2021
Q2 		$3.71M Buy
17,064
+1,377
+9% +$318K 0.07% 217
2021
Q1 		$3.64M Buy
15,687
+1,430
+10% +$296K 0.08% 191
2020
Q4 		$2.59M Sell
14,257
-23,275
-62% -$3.95M 0.06% 221
2020
Q3 		$5.6M Buy
37,532
+23,907
+175% +$3.36M 0.09% 192
2020
Q2 		$1.72M Sell
13,625
-3,359
-20% -$398K 0.05% 244
2020
Q1 		$1.98M Buy
16,984
+199
+1% +$25.4K 0.06% 195
2019
Q4 		$2.48M Buy
16,785
+1,205
+8% +$168K 0.06% 183
2019
Q3 		$1.97M Buy
15,580
+4,568
+41% +$580K 0.08% 134
2019
Q2 		$1.5M Buy
11,012
+998
+10% +$132K 0.07% 143
2019
Q1 		$1.36M Buy
10,014
+1,715
+21% +$228K 0.07% 145
2018
Q4 		$1.06M Buy
+8,299
New +$1.08M 0.18% 126

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
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
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Avantax Advisory Services's CAT Position: Q2 2025 in Review

Avantax Advisory Services increased its Caterpillar (CAT) stake by 2.2% in Q2 2025, buying an estimated $365K and bringing the position to 50,185 shares worth $19.5M. The position accounts for 0.11% of the portfolio, ranked #148.

Avantax Advisory Services first reported a position in CAT in Q4 2018 and has held it in 27 quarters since. 3,015 funds tracked by Wall St. Rank hold CAT as of Q2 2025.

  • Avantax Advisory Services held 50,185 shares of Caterpillar worth $19.5M as of Q2 2025.
  • Avantax Advisory Services bought 1,094 Caterpillar shares in Q2 2025, an estimated $365K.
  • Caterpillar made up 0.11% of Avantax Advisory Services's portfolio in Q2 2025, its #148 holding.
  • Avantax Advisory Services first reported a position in Caterpillar in Q4 2018 and has held it in 27 quarters since.
  • 3,015 funds tracked by Wall St. Rank held Caterpillar as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.