AWE
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Avidian Wealth Enterprises’s Caterpillar CAT Stock Holding History

Avidian Wealth Enterprises’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
Q1 		$3.69M Buy
5,211
+858
+20% +$594K 0.12% 124
2025
Q4 		$2.49M Buy
4,353
+142
+3% +$78.9K 0.09% 117
2025
Q3 		$2.01M Buy
4,211
+70
+2% +$29.9K 0.08% 140
2025
Q2 		$1.61M Buy
4,141
+193
+5% +$64.3K 0.07% 155
2025
Q1 		$1.3M Sell
3,948
-697
-15% -$248K 0.06% 165
2024
Q4 		$1.69M Buy
4,645
+224
+5% +$86.9K 0.08% 139
2024
Q3 		$1.73M Sell
4,421
-182
-4% -$62.9K 0.08% 136
2024
Q2 		$1.53M Sell
4,603
-1,058
-19% -$367K 0.06% 140
2024
Q1 		$2.07M Buy
5,661
+191
+3% +$61K 0.1% 109
2023
Q4 		$1.62M Sell
5,470
-547
-9% -$142K 0.1% 126
2023
Q3 		$1.64M Sell
6,017
-123
-2% -$33.4K 0.12% 111
2023
Q2 		$1.51M Sell
6,140
-16,027
-72% -$3.57M 0.1% 137
2023
Q1 		$5.07M Buy
22,167
+368
+2% +$89K 0.28% 72
2022
Q4 		$5.22M Buy
21,799
+6,082
+39% +$1.32M 0.34% 64
2022
Q3 		$2.58M Buy
15,717
+71
+0.5% +$13K 0.19% 79
2022
Q2 		$2.8M Buy
15,646
+199
+1% +$41.9K 0.2% 87
2022
Q1 		$3.44M Buy
15,447
+461
+3% +$96.7K 0.21% 86
2021
Q4 		$3.1M Buy
14,986
+143
+1% +$28.8K 0.19% 91
2021
Q3 		$2.85M Buy
14,843
+311
+2% +$64.8K 0.22% 75
2021
Q2 		$3.16M Buy
14,532
+211
+1% +$48.7K 0.24% 71
2021
Q1 		$3.32M Buy
14,321
+255
+2% +$52.8K 0.28% 60
2020
Q4 		$2.56M Sell
14,066
-82
-0.6% -$13.9K 0.24% 63
2020
Q3 		$2.11M Buy
14,148
+885
+7% +$124K 0.24% 63
2020
Q2 		$1.68M Buy
13,263
+534
+4% +$63.3K 0.23% 68
2020
Q1 		$1.48M Buy
12,729
+11,059
+662% +$1.41M 0.24% 54
2019
Q4 		$247K Sell
1,670
-1,366
-45% -$191K 0.04% 198
2019
Q3 		$383K Sell
3,036
-1,295
-30% -$165K 0.06% 122
2019
Q2 		$590K Buy
+4,331
New +$572K 0.14% 59

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avidian Wealth Enterprises's CAT Position: Q1 2026 in Review

Avidian Wealth Enterprises increased its Caterpillar (CAT) stake by 20% in Q1 2026, buying an estimated $594K and bringing the position to 5,211 shares worth $3.69M. The position accounts for 0.12% of the portfolio, ranked #124.

Avidian Wealth Enterprises first reported a position in CAT in Q2 2019 and has held it in 28 quarters since. The position peaked at $5.22M in Q4 2022. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Avidian Wealth Enterprises held 5,211 shares of Caterpillar worth $3.69M as of Q1 2026.
  • Avidian Wealth Enterprises bought 858 Caterpillar shares in Q1 2026, an estimated $594K.
  • Caterpillar made up 0.12% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #124 holding.
  • Avidian Wealth Enterprises first reported a position in Caterpillar in Q2 2019 and has held it in 28 quarters since.
  • Avidian Wealth Enterprises's Caterpillar position peaked at $5.22M in Q4 2022.
  • 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.