AFW
CAT icon

Avantra Family Wealth’s Caterpillar CAT Stock Holding History

Avantra Family Wealth’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 		$1.74M Buy
1,638
+318
+24% +$279K 1.11% 20
2026
Q1 		$935K Buy
1,320
+415
+46% +$287K 0.7% 42
2025
Q4 		$518K Hold
905
– – 0.38% 80
2025
Q3 		$432K Hold
905
– – 0.32% 94
2025
Q2 		$351K Hold
905
– – 0.29% 96
2025
Q1 		$298K Hold
905
– – 0.29% 113
2024
Q4 		$328K Buy
+905
New +$351K 0.31% 114

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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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

Avantra Family Wealth's CAT Position: Q2 2026 in Review

Avantra Family Wealth increased its Caterpillar (CAT) stake by 24% in Q2 2026, buying an estimated $279K and bringing the position to 1,638 shares worth $1.74M. The position accounts for 1.11% of the portfolio, ranked #20.

Avantra Family Wealth first reported a position in CAT in Q4 2024 and has held it in 7 quarters since. 1,996 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Avantra Family Wealth held 1,638 shares of Caterpillar worth $1.74M as of Q2 2026.
  • Avantra Family Wealth bought 318 Caterpillar shares in Q2 2026, an estimated $279K.
  • Caterpillar made up 1.11% of Avantra Family Wealth's portfolio in Q2 2026, its #20 holding.
  • Avantra Family Wealth first reported a position in Caterpillar in Q4 2024 and has held it in 7 quarters since.
  • 1,996 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Avantra Family Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.