AC
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Avestar Capital’s Caterpillar CAT Stock Holding History

Avestar Capital’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 		$3.62M Buy
3,395
+88
+3% +$77.3K 0.2% 86
2026
Q1 		$2.34M Buy
3,307
+128
+4% +$88.7K 0.15% 110
2025
Q4 		$1.82M Buy
3,179
+45
+1% +$25K 0.12% 139
2025
Q3 		$1.5M Sell
3,134
-239
-7% -$102K 0.1% 161
2025
Q2 		$1.31M Sell
3,373
-204
-6% -$68K 0.09% 166
2025
Q1 		$1.18M Buy
3,577
+26
+0.7% +$9.26K 0.1% 167
2024
Q4 		$1.29M Buy
3,551
+337
+10% +$131K 0.11% 148
2024
Q3 		$1.26M Buy
3,214
+225
+8% +$77.7K 0.13% 130
2024
Q2 		$996K Buy
2,989
+713
+31% +$247K 0.1% 149
2024
Q1 		$834K Buy
2,276
+461
+25% +$147K 0.09% 174
2023
Q4 		$537K Buy
1,815
+293
+19% +$76K 0.06% 189
2023
Q3 		$416K Sell
1,522
-52
-3% -$14.1K 0.06% 188
2023
Q2 		$387K Buy
1,574
+160
+11% +$35.7K 0.06% 188
2023
Q1 		$324K Sell
1,414
-120
-8% -$29K 0.06% 218
2022
Q4 		$367K Buy
1,534
+265
+21% +$57.7K 0.07% 176
2022
Q3 		$208K Sell
1,269
-742
-37% -$136K 0.05% 246
2022
Q2 		$359K Buy
2,011
+191
+10% +$40.3K 0.09% 169
2022
Q1 		$406K Buy
1,820
+458
+34% +$96.1K 0.06% 259
2021
Q4 		$282K Buy
+1,362
New +$274K 0.03% 353
2019
Q3 		– Sell
-1,030
Closed -$115K – 273
2019
Q2 		$115K Sell
1,030
-20
-2% -$2.64K 0.07% 169
2019
Q1 		$117K Buy
1,050
+87
+9% +$11.6K 0.08% 170
2018
Q4 		$100K Sell
963
-94
-9% -$12.2K 0.07% 182
2018
Q3 		$137K Buy
1,057
+63
+6% +$8.91K 0.08% 163
2018
Q2 		$109K Buy
994
+477
+92% +$71.3K 0.07% 191
2018
Q1 		$54K Buy
517
+497
+2,485% +$78.5K 0.04% 242
2017
Q4 		$3K Buy
+20
New +$2.77K ﹤0.01% 595

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

Avestar Capital's CAT Position: Q2 2026 in Review

Avestar Capital increased its Caterpillar (CAT) stake by 2.7% in Q2 2026, buying an estimated $77.3K and bringing the position to 3,395 shares worth $3.62M. The position accounts for 0.2% of the portfolio, ranked #86.

Avestar Capital first reported a position in CAT in Q4 2017 and has held it in 26 quarters since. 1,967 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Avestar Capital held 3,395 shares of Caterpillar worth $3.62M as of Q2 2026.
  • Avestar Capital bought 88 Caterpillar shares in Q2 2026, an estimated $77.3K.
  • Caterpillar made up 0.2% of Avestar Capital's portfolio in Q2 2026, its #86 holding.
  • Avestar Capital first reported a position in Caterpillar in Q4 2017 and has held it in 26 quarters since.
  • 1,967 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.