Avestar Capital
CAT icon

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
Q3 		$2.76M Buy
3,402
+7
+0.2% +$5.94K 0.22% 99
2026
Q2 		$3.62M Buy
3,395
+88
+3% +$77.3K 0.2% 87
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% 151
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Avestar Capital's CAT Position: Q3 2026 in Review

Avestar Capital increased its Caterpillar (CAT) stake by 0.21% in Q3 2026, buying an estimated $5.94K and bringing the position to 3,402 shares worth $2.76M. The position accounts for 0.22% of the portfolio, ranked #99.

Avestar Capital first reported a position in CAT in Q4 2017 and has held it in 27 quarters since. The position peaked at $3.62M in Q2 2026. 2,734 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Avestar Capital held 3,402 shares of Caterpillar worth $2.76M as of Q3 2026.
  • Avestar Capital bought 7 Caterpillar shares in Q3 2026, an estimated $5.94K.
  • Caterpillar made up 0.22% of Avestar Capital's portfolio in Q3 2026, its #99 holding.
  • Avestar Capital first reported a position in Caterpillar in Q4 2017 and has held it in 27 quarters since.
  • Avestar Capital's Caterpillar position peaked at $3.62M in Q2 2026.
  • 2,734 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.