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Aventura Private Wealth’s Caterpillar CAT Stock Holding History

Aventura Private 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 		$1.32M Buy
1,243
+210
+20% +$184K 0.41% 47
2026
Q1 		$732K Hold
1,033
– – 0.27% 71
2025
Q4 		$592K Buy
1,033
+10
+1% +$5.56K 0.21% 84
2025
Q3 		$488K Buy
1,023
+66
+7% +$28.2K 0.18% 91
2025
Q2 		$372K Buy
957
+36
+4% +$12K 0.16% 106
2025
Q1 		$304K Buy
921
+8
+0.9% +$2.85K 0.16% 116
2024
Q4 		$331K Buy
+913
New +$354K 0.18% 99

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

Aventura Private Wealth's CAT Position: Q2 2026 in Review

Aventura Private Wealth increased its Caterpillar (CAT) stake by 20% in Q2 2026, buying an estimated $184K and bringing the position to 1,243 shares worth $1.32M. The position accounts for 0.41% of the portfolio, ranked #47.

Aventura Private 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.

  • Aventura Private Wealth held 1,243 shares of Caterpillar worth $1.32M as of Q2 2026.
  • Aventura Private Wealth bought 210 Caterpillar shares in Q2 2026, an estimated $184K.
  • Caterpillar made up 0.41% of Aventura Private Wealth's portfolio in Q2 2026, its #47 holding.
  • Aventura Private 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 Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.