Avid Wealth Partners
CAT icon

Avid Wealth Partners’s Caterpillar CAT Stock Holding History

Avid Wealth Partners’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 		$224K Sell
276
-5
-2% -$4.24K 0.1% 74
2026
Q2 		$299K Buy
+281
New +$247K 0.14% 61

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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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Avid Wealth Partners's CAT Position: Q3 2026 in Review

Avid Wealth Partners reduced its Caterpillar (CAT) stake by 1.8% in Q3 2026, selling an estimated $4.24K and leaving 276 shares worth $224K. The position accounts for 0.1% of the portfolio, ranked #74.

Avid Wealth Partners first reported a position in CAT in Q2 2026 and has held it in 2 quarters since. The position peaked at $299K in Q2 2026. 2,402 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Avid Wealth Partners held 276 shares of Caterpillar worth $224K as of Q3 2026.
  • Avid Wealth Partners sold 5 Caterpillar shares in Q3 2026, an estimated $4.24K.
  • Caterpillar made up 0.1% of Avid Wealth Partners's portfolio in Q3 2026, its #74 holding.
  • Avid Wealth Partners first reported a position in Caterpillar in Q2 2026 and has held it in 2 quarters since.
  • Avid Wealth Partners's Caterpillar position peaked at $299K in Q2 2026.
  • 2,402 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Avid Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.