AWP
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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
Q2 		$299K Buy
+281
New +$247K 0.14% 61

Other funds holding CAT

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 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
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Avid Wealth Partners's CAT Position: Q2 2026 in Review

Avid Wealth Partners opened a new position in Caterpillar (CAT) in Q2 2026: 281 shares worth $299K. The stake represents 0.14% of the portfolio and ranks #61 among its holdings.

2,331 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Avid Wealth Partners held 281 shares of Caterpillar worth $299K as of Q2 2026.
  • Caterpillar was a new Avid Wealth Partners position in Q2 2026.
  • Caterpillar made up 0.14% of Avid Wealth Partners's portfolio in Q2 2026, its #61 holding.
  • 2,331 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Avid Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.