Avidian Wealth Enterprises
CAT icon

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
Q3 		$4.3M Sell
5,302
-54
-1% -$45.8K 0.12% 119
2026
Q2 		$5.7M Buy
5,356
+145
+3% +$127K 0.16% 100
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

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Avidian Wealth Enterprises's CAT Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its Caterpillar (CAT) stake by 1% in Q3 2026, selling an estimated $45.8K and leaving 5,302 shares worth $4.3M. The position accounts for 0.12% of the portfolio, ranked #119.

Avidian Wealth Enterprises first reported a position in CAT in Q2 2019 and has held it in 30 quarters since. The position peaked at $5.7M in Q2 2026. 1,280 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Avidian Wealth Enterprises held 5,302 shares of Caterpillar worth $4.3M as of Q3 2026.
  • Avidian Wealth Enterprises sold 54 Caterpillar shares in Q3 2026, an estimated $45.8K.
  • Caterpillar made up 0.12% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #119 holding.
  • Avidian Wealth Enterprises first reported a position in Caterpillar in Q2 2019 and has held it in 30 quarters since.
  • Avidian Wealth Enterprises's Caterpillar position peaked at $5.7M in Q2 2026.
  • 1,280 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.